PFO
ARES icon

Pathstone Family Office’s Ares Management ARES Stock Holding History

Pathstone Family Office’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
2023
Q3 		$369K Buy
+3,582
New +$362K ﹤0.01% 1197
2019
Q4 		– Sell
-1,305
Closed -$35K – 429
2019
Q3 		$35K Buy
+1,305
New +$37.3K ﹤0.01% 316

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pathstone Family Office's ARES Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Ares Management (ARES) in Q3 2023: 3,582 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in ARES as recently as Q3 2019.

Pathstone Family Office first reported a position in ARES in Q3 2019 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • Pathstone Family Office held 3,582 shares of Ares Management worth $369K as of Q3 2023.
  • Ares Management was a new Pathstone Family Office position in Q3 2023.
  • Ares Management made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1197 holding.
  • Pathstone Family Office first reported a position in Ares Management in Q3 2019 and has held it in 2 quarters since.
  • 489 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.