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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 		– Sell
-7,200
Closed -$1.12M – 322
2024
Q3 		$1.12M Buy
+7,200
New +$1.04M 0.03% 395
2024
Q2 		– Sell
-3,248
Closed -$432K – 1242
2024
Q1 		$432K Buy
+3,248
New +$415K 0.02% 447

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 $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

Paloma Partners's ARES Position: Q2 2024 in Review

Paloma Partners sold out of Ares Management (ARES) in Q2 2024, closing a stake of 2,188 shares — an estimated $291K sold.

Paloma Partners first reported a position in ARES in Q1 2019 and held it in 7 quarters. The position peaked at $5.46M in Q2 2020. 614 funds tracked by Wall St. Rank hold ARES as of Q2 2024.

  • Paloma Partners reported no remaining Ares Management position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 2,188 Ares Management shares in Q2 2024, an estimated $291K.
  • Paloma Partners first reported a position in Ares Management in Q1 2019 and held it in 7 quarters.
  • Paloma Partners's Ares Management position peaked at $5.46M in Q2 2020.
  • 614 funds tracked by Wall St. Rank held Ares Management as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.