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SpiderRock Advisors’s Ares Management ARES Stock Holding History

SpiderRock 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
Q3 		$1.18M Hold
7,600
– – 0.02% 433
2024
Q2 		$1.01M Buy
+7,600
New +$1.04M 0.02% 407

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SpiderRock Advisors's ARES Position: Q3 2024 in Review

SpiderRock Advisors reduced its Ares Management (ARES) stake by 1.2% in Q3 2024, selling an estimated $28.7K and leaving 16,453 shares worth $2.56M. The position accounts for 0.04% of the portfolio, ranked #266.

SpiderRock Advisors first reported a position in ARES in Q1 2024 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • SpiderRock Advisors held 16,453 shares of Ares Management worth $2.56M as of Q3 2024.
  • SpiderRock Advisors sold 198 Ares Management shares in Q3 2024, an estimated $28.7K.
  • Ares Management made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #266 holding.
  • SpiderRock Advisors first reported a position in Ares Management in Q1 2024 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.