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Prudent Man Advisors’s Ares Management ARES Stock Holding History

Prudent Man Advisors’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 		– Sell
-9,698
Closed -$934K – 192
2023
Q2 		$934K Sell
9,698
-49
-0.5% -$4.24K 0.35% 61
2023
Q1 		$813K Sell
9,747
-229
-2% -$18.2K 0.32% 70
2022
Q4 		$683K Buy
9,976
+93
+0.9% +$6.71K 0.28% 84
2022
Q3 		$612K Buy
9,883
+314
+3% +$22K 0.29% 75
2022
Q2 		$544K Sell
9,569
-1
-0% -$69 0.25% 86
2022
Q1 		$777K Sell
9,570
-173
-2% -$13.3K 0.32% 64
2021
Q4 		$792K Sell
9,743
-1,885
-16% -$153K 0.3% 61
2021
Q3 		$858K Sell
11,628
-280
-2% -$20.2K 0.32% 58
2021
Q2 		$757K Buy
+11,908
New +$666K 0.29% 69

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $4.92B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return