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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 $580B AUM 38.23% 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 $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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prudent Man Advisors's ARES Position: Q3 2023 in Review

Prudent Man Advisors sold out of Ares Management (ARES) in Q3 2023, closing a stake of 9,698 shares — an estimated $934K sold.

Prudent Man Advisors first reported a position in ARES in Q2 2021 and held it in 9 quarters. The position peaked at $934K in Q2 2023. 489 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • Prudent Man Advisors reported no remaining Ares Management position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 9,698 Ares Management shares in Q3 2023, an estimated $934K.
  • Prudent Man Advisors first reported a position in Ares Management in Q2 2021 and held it in 9 quarters.
  • Prudent Man Advisors's Ares Management position peaked at $934K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.