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SC&H Financial Advisors’s Ares Capital ARCC Stock Holding History

SC&H Financial Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,529
Closed -$200K – 138
2022
Q1 		$200K Sell
9,529
-8,925
-48% -$190K 0.1% 149
2021
Q4 		$391K Buy
+18,454
New +$383K 0.22% 110

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SC&H Financial Advisors's ARCC Position: Q2 2022 in Review

SC&H Financial Advisors sold out of Ares Capital (ARCC) in Q2 2022, closing a stake of 9,529 shares — an estimated $200K sold.

SC&H Financial Advisors first reported a position in ARCC in Q4 2021 and held it in 2 quarters. The position peaked at $391K in Q4 2021. 631 funds tracked by Wall St. Rank hold ARCC as of Q2 2022.

  • SC&H Financial Advisors reported no remaining Ares Capital position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 9,529 Ares Capital shares in Q2 2022, an estimated $200K.
  • SC&H Financial Advisors first reported a position in Ares Capital in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's Ares Capital position peaked at $391K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Ares Capital as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.