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Steward Financial Group’s Ares Management ARES Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+29
New +$2.93K ﹤0.01% 923
2023
Q2 		– Sell
-27
Closed -$2K – 459
2023
Q1 		$2K Buy
27
+14
+108% +$1.11K ﹤0.01% 472
2022
Q4 		$0 Buy
+13
New +$938 ﹤0.01% 542

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
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Financial Group's ARES Position: Q3 2023 in Review

Steward Financial Group opened a new position in Ares Management (ARES) in Q3 2023: 29 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ARES as recently as Q1 2023.

Steward Financial Group first reported a position in ARES in Q4 2022 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • Steward Financial Group held 29 shares of Ares Management worth $2K as of Q3 2023.
  • Ares Management was a new Steward Financial Group position in Q3 2023.
  • Ares Management made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #923 holding.
  • Steward Financial Group first reported a position in Ares Management in Q4 2022 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.