Sittner & Nelson’s Ares Management ARES Stock Holding History

Sittner & Nelson’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
2025 Q1	–	Sell	-6	Closed	-$1.06K	–	501
2024 Q4	$1.06K	Buy	+6	New	+$1.02K	﹤0.01%	450

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sittner & Nelson's ARES Position: Q1 2025 in Review

Sittner & Nelson sold out of Ares Management (ARES) in Q1 2025, closing a stake of 6 shares — an estimated $1.06K sold.

Sittner & Nelson first reported a position in ARES in Q4 2024 and held it in 1 quarter. The position peaked at $1.06K in Q4 2024. 738 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Sittner & Nelson reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
Sittner & Nelson sold 6 Ares Management shares in Q1 2025, an estimated $1.06K.
Sittner & Nelson first reported a position in Ares Management in Q4 2024 and held it in 1 quarter.
Sittner & Nelson's Ares Management position peaked at $1.06K in Q4 2024.
738 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Sittner & Nelson's 13F filing for Q1 2025, filed 13 May 2025.