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Schechter Investment Advisors’s Ares Management ARES Stock Holding History

Schechter Investment 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
2024
Q1 		– Sell
-1,930
Closed -$230K – 665
2023
Q4 		$230K Sell
1,930
-536
-22% -$58.2K 0.02% 525
2023
Q3 		$254K Buy
2,466
+188
+8% +$19K 0.02% 496
2023
Q2 		$219K Buy
+2,278
New +$197K 0.02% 566

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Schechter Investment Advisors's ARES Position: Q1 2024 in Review

Schechter Investment Advisors sold out of Ares Management (ARES) in Q1 2024, closing a stake of 1,930 shares — an estimated $230K sold.

Schechter Investment Advisors first reported a position in ARES in Q2 2023 and held it in 3 quarters. The position peaked at $254K in Q3 2023. 607 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

  • Schechter Investment Advisors reported no remaining Ares Management position as of Q1 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,930 Ares Management shares in Q1 2024, an estimated $230K.
  • Schechter Investment Advisors first reported a position in Ares Management in Q2 2023 and held it in 3 quarters.
  • Schechter Investment Advisors's Ares Management position peaked at $254K in Q3 2023.
  • 607 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.