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Ovata Capital Management’s Ares Management ARES Stock Holding History

Ovata Capital Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,200
Closed -$48K – 79
2020
Q2 		$48K Buy
+1,200
New +$42.4K 0.01% 113

Other funds holding ARES

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Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ovata Capital Management's ARES Position: Q3 2020 in Review

Ovata Capital Management sold out of Ares Management (ARES) in Q3 2020, closing a stake of 1,200 shares — an estimated $48K sold.

Ovata Capital Management first reported a position in ARES in Q2 2020 and held it in 1 quarter. The position peaked at $48K in Q2 2020. 212 funds tracked by Wall St. Rank hold ARES as of Q3 2020.

  • Ovata Capital Management reported no remaining Ares Management position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 1,200 Ares Management shares in Q3 2020, an estimated $48K.
  • Ovata Capital Management first reported a position in Ares Management in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Ares Management position peaked at $48K in Q2 2020.
  • 212 funds tracked by Wall St. Rank held Ares Management as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.