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Simplicity Solutions’s Ares Management ARES Stock Holding History

Simplicity Solutions’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
Q4 		$225K Buy
+1,888
New +$205K 0.01% 935
2022
Q2 		– Sell
-2,810
Closed -$228K – 643
2022
Q1 		$228K Buy
+2,810
New +$216K 0.03% 568

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's ARES Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Ares Management (ARES) in Q4 2023: 1,888 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in ARES as recently as Q1 2022.

Simplicity Solutions first reported a position in ARES in Q1 2022 and has held it in 2 quarters since. The position peaked at $228K in Q1 2022. 548 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • Simplicity Solutions held 1,888 shares of Ares Management worth $225K as of Q4 2023.
  • Ares Management was a new Simplicity Solutions position in Q4 2023.
  • Ares Management made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #935 holding.
  • Simplicity Solutions first reported a position in Ares Management in Q1 2022 and has held it in 2 quarters since.
  • Simplicity Solutions's Ares Management position peaked at $228K in Q1 2022.
  • 548 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.