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Oxford Financial Group’s Ares Management ARES Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-2,000
Closed -$238K – 276
2023
Q4 		$238K Buy
+2,000
New +$217K 0.02% 210

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Oxford Financial Group's ARES Position: Q1 2024 in Review

Oxford Financial Group sold out of Ares Management (ARES) in Q1 2024, closing a stake of 2,000 shares — an estimated $238K sold.

Oxford Financial Group first reported a position in ARES in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 607 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

  • Oxford Financial Group reported no remaining Ares Management position as of Q1 2024 after selling out during the quarter.
  • Oxford Financial Group sold 2,000 Ares Management shares in Q1 2024, an estimated $238K.
  • Oxford Financial Group first reported a position in Ares Management in Q4 2023 and held it in 1 quarter.
  • Oxford Financial Group's Ares Management position peaked at $238K in Q4 2023.
  • 607 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Oxford Financial Group's 13F filing for Q1 2024, filed 13 May 2024.