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Southland Equity Partners’s Ares Management ARES Stock Holding History

Southland Equity Partners’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
Q2 		– Sell
-2,510
Closed -$334K – 211
2024
Q1 		$334K Buy
+2,510
New +$321K 0.09% 143

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Southland Equity Partners's ARES Position: Q2 2024 in Review

Southland Equity Partners sold out of Ares Management (ARES) in Q2 2024, closing a stake of 2,510 shares — an estimated $334K sold.

Southland Equity Partners first reported a position in ARES in Q1 2024 and held it in 1 quarter. The position peaked at $334K in Q1 2024. 617 funds tracked by Wall St. Rank hold ARES as of Q2 2024.

  • Southland Equity Partners reported no remaining Ares Management position as of Q2 2024 after selling out during the quarter.
  • Southland Equity Partners sold 2,510 Ares Management shares in Q2 2024, an estimated $334K.
  • Southland Equity Partners first reported a position in Ares Management in Q1 2024 and held it in 1 quarter.
  • Southland Equity Partners's Ares Management position peaked at $334K in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Ares Management as of Q2 2024.

Based on Southland Equity Partners's 13F filing for Q2 2024, filed 12 Jul 2024.