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Paloma Partners’s Ares Management ARES Stock Holding History

Paloma Partners’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
Q4 		– Hold
0
– – – 327
2024
Q3 		– Hold
0
– – – 1157
2024
Q2 		– Sell
-2,188
Closed -$291K – 1244
2024
Q1 		$291K Buy
+2,188
New +$279K 0.04% 529
2022
Q3 		– Sell
-19,300
Closed -$1.1M – 1013
2022
Q2 		$1.1M Buy
+19,300
New +$1.33M 0.11% 408
2021
Q4 		– Sell
-20,817
Closed -$1.54M – 1877
2021
Q3 		$1.54M Buy
+20,817
New +$1.5M 0.07% 279
2021
Q1 		– Sell
-21,709
Closed -$1.02M – 2017
2020
Q4 		$1.02M Buy
+21,709
New +$982K 0.04% 568
2020
Q3 		– Sell
-137,615
Closed -$5.46M – 2067
2020
Q2 		$5.46M Buy
+137,615
New +$4.86M 0.12% 269
2020
Q1 		– Sell
-79,300
Closed -$2.83M – 1235
2019
Q4 		$2.83M Buy
+79,300
New +$2.46M 0.07% 450
2019
Q2 		– Sell
-106,384
Closed -$2.47M – 1711
2019
Q1 		$2.47M Buy
+106,384
New +$2.32M 0.08% 369

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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return