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Pinkerton Retirement Specialists’s Ares Management ARES Stock Holding History

Pinkerton Retirement Specialists’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
Q4 		– Sell
-2,843
Closed -$292K – 131
2023
Q3 		$292K Sell
2,843
-3,210
-53% -$325K 0.06% 104
2023
Q2 		$583K Buy
+6,053
New +$523K 0.12% 105

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 $580B AUM 38.23% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinkerton Retirement Specialists's ARES Position: Q4 2023 in Review

Pinkerton Retirement Specialists sold out of Ares Management (ARES) in Q4 2023, closing a stake of 2,843 shares — an estimated $292K sold.

Pinkerton Retirement Specialists first reported a position in ARES in Q2 2023 and held it in 2 quarters. The position peaked at $583K in Q2 2023. 551 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • Pinkerton Retirement Specialists reported no remaining Ares Management position as of Q4 2023 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 2,843 Ares Management shares in Q4 2023, an estimated $292K.
  • Pinkerton Retirement Specialists first reported a position in Ares Management in Q2 2023 and held it in 2 quarters.
  • Pinkerton Retirement Specialists's Ares Management position peaked at $583K in Q2 2023.
  • 551 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2023, filed 25 Jan 2024.