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	-7,100	Closed	-$1.11M	–	323
2024 Q3	$1.11M	Buy	+7,100	New	+$1.03M	0.03%	400

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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.