Steward Partners Investment Solutions’s Ares Management ARES Stock Holding History

Steward Partners Investment Solutions’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 Q1	$4.68M	Buy	+35,163	New	+$4.49M	0.79%	27

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steward Partners Investment Solutions's ARES Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Ares Management (ARES) in Q1 2024: 35,163 shares worth $4.68M. The stake represents 0.79% of the portfolio and ranks #27 among its holdings.

607 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

Steward Partners Investment Solutions held 35,163 shares of Ares Management worth $4.68M as of Q1 2024.
Ares Management was a new Steward Partners Investment Solutions position in Q1 2024.
Ares Management made up 0.79% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #27 holding.
607 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.