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Phoenix Financial’s Ares Management ARES Stock Holding History

Phoenix Financial’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
2020
Q3 		– Sell
-70,014
Closed -$2.71M – 330
2020
Q2 		$2.71M Sell
70,014
-254,706
-78% -$9M 0.11% 133
2020
Q1 		$9.81M Sell
324,720
-75,000
-19% -$2.62M 0.5% 66
2019
Q4 		$14.2M Hold
399,720
– – 0.59% 69
2019
Q3 		$10.3M Buy
+399,720
New +$11.4M 0.49% 77

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phoenix Financial's ARES Position: Q3 2020 in Review

Phoenix Financial sold out of Ares Management (ARES) in Q3 2020, closing a stake of 70,014 shares — an estimated $2.71M sold.

Phoenix Financial first reported a position in ARES in Q3 2019 and held it in 4 quarters. The position peaked at $14.2M in Q4 2019. 212 funds tracked by Wall St. Rank hold ARES as of Q3 2020.

  • Phoenix Financial reported no remaining Ares Management position as of Q3 2020 after selling out during the quarter.
  • Phoenix Financial sold 70,014 Ares Management shares in Q3 2020, an estimated $2.71M.
  • Phoenix Financial first reported a position in Ares Management in Q3 2019 and held it in 4 quarters.
  • Phoenix Financial's Ares Management position peaked at $14.2M in Q4 2019.
  • 212 funds tracked by Wall St. Rank held Ares Management as of Q3 2020.

Based on Phoenix Financial's 13F filing for Q3 2020, filed 10 Nov 2020.