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Sonora Investment Management’s Ares Management ARES Stock Holding History

Sonora Investment 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
2021
Q3 		$27K Hold
365
– – ﹤0.01% 546
2021
Q2 		$23K Buy
+365
New +$20.4K ﹤0.01% 543
2019
Q3 		– Sell
-138
Closed -$4K – 1692
2019
Q2 		$4K Buy
+138
New +$3.5K ﹤0.01% 1437

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sonora Investment Management's ARES Position: Q3 2021 in Review

Sonora Investment Management held its Ares Management (ARES) position steady in Q3 2021 at 365 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Sonora Investment Management first reported a position in ARES in Q2 2019 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold ARES as of Q3 2021.

  • Sonora Investment Management held 365 shares of Ares Management worth $27K as of Q3 2021.
  • Sonora Investment Management left its Ares Management share count unchanged in Q3 2021.
  • Ares Management made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #546 holding.
  • Sonora Investment Management first reported a position in Ares Management in Q2 2019 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Ares Management as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.