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Petrus Trust Company’s Ares Management ARES Stock Holding History

Petrus Trust Company’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
2025
Q1 		– Sell
-2,637
Closed -$467K – 590
2024
Q4 		$467K Buy
+2,637
New +$450K 0.05% 250

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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Petrus Trust Company's ARES Position: Q1 2025 in Review

Petrus Trust Company sold out of Ares Management (ARES) in Q1 2025, closing a stake of 2,637 shares — an estimated $467K sold.

Petrus Trust Company first reported a position in ARES in Q4 2024 and held it in 1 quarter. The position peaked at $467K in Q4 2024. 738 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Petrus Trust Company reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,637 Ares Management shares in Q1 2025, an estimated $467K.
  • Petrus Trust Company first reported a position in Ares Management in Q4 2024 and held it in 1 quarter.
  • Petrus Trust Company's Ares Management position peaked at $467K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.