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Oxbow Advisors’s Ares Management ARES Stock Holding History

Oxbow Advisors’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
2024
Q3 		– Sell
-2,200
Closed -$293K – 220
2024
Q2 		$293K Hold
2,200
– – 0.03% 183
2024
Q1 		$293K Hold
2,200
– – 0.04% 176
2023
Q4 		$262K Buy
+2,200
New +$239K 0.04% 176

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Oxbow Advisors's ARES Position: Q3 2024 in Review

Oxbow Advisors sold out of Ares Management (ARES) in Q3 2024, closing a stake of 2,200 shares — an estimated $293K sold.

Oxbow Advisors first reported a position in ARES in Q4 2023 and held it in 3 quarters. The position peaked at $293K in Q2 2024. 658 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • Oxbow Advisors reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
  • Oxbow Advisors sold 2,200 Ares Management shares in Q3 2024, an estimated $293K.
  • Oxbow Advisors first reported a position in Ares Management in Q4 2023 and held it in 3 quarters.
  • Oxbow Advisors's Ares Management position peaked at $293K in Q2 2024.
  • 658 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Oxbow Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.