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PM Capital’s Ares Management ARES Stock Holding History

PM Capital’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
2021
Q1 		– Sell
-289,137
Closed -$13.6M – 16
2020
Q4 		$13.6M Sell
289,137
-186,000
-39% -$8.41M 2.66% 15
2020
Q3 		$19.2M Sell
475,137
-18,400
-4% -$735K 4.31% 12
2020
Q2 		$19.6M Hold
493,537
– – 4.78% 11
2020
Q1 		$15.3M Sell
493,537
-185,890
-27% -$6.5M 4.99% 12
2019
Q4 		$24.2M Sell
679,427
-260,000
-28% -$8.08M 4.83% 12
2019
Q3 		$25.2M Sell
939,427
-296,582
-24% -$8.48M 4.44% 13
2019
Q2 		$32.3M Sell
1,236,009
-412,650
-25% -$10.5M 5.44% 9
2019
Q1 		$38.3M Buy
1,648,659
+700
+0% +$15.3K 6.82% 4
2018
Q4 		$29.3M Hold
1,647,959
– – 6.24% 5
2018
Q3 		$38.2M Buy
1,647,959
+475,000
+40% +$10.2M 6.54% 3
2018
Q2 		$24.3M Hold
1,172,959
– – 4.41% 15
2018
Q1 		$25.1M Buy
1,172,959
+352,800
+43% +$8.01M 4.53% 11
2017
Q4 		$16.4M Buy
820,159
+401,265
+96% +$7.52M 2.95% 18
2017
Q3 		$7.79M Buy
+418,894
New +$7.63M 1.51% 18

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return