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Ritholtz Wealth Management’s Ares Management ARES Stock Holding History

Ritholtz Wealth Management’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
2022
Q4 		– Sell
-4,505
Closed -$279K – 585
2022
Q3 		$279K Buy
+4,505
New +$315K 0.01% 560

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 $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ritholtz Wealth Management's ARES Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Ares Management (ARES) in Q4 2022, closing a stake of 4,505 shares — an estimated $279K sold.

Ritholtz Wealth Management first reported a position in ARES in Q3 2022 and held it in 1 quarter. The position peaked at $279K in Q3 2022. 407 funds tracked by Wall St. Rank hold ARES as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Ares Management position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,505 Ares Management shares in Q4 2022, an estimated $279K.
  • Ritholtz Wealth Management first reported a position in Ares Management in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Ares Management position peaked at $279K in Q3 2022.
  • 407 funds tracked by Wall St. Rank held Ares Management as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.