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Sulzberger Capital Advisors’s Ares Management ARES Stock Holding History

Sulzberger Capital 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
2025
Q1 		– Sell
-2,910
Closed -$515K – 49
2024
Q4 		$515K Buy
+2,910
New +$497K 0.58% 31

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sulzberger Capital Advisors's ARES Position: Q1 2025 in Review

Sulzberger Capital Advisors sold out of Ares Management (ARES) in Q1 2025, closing a stake of 2,910 shares — an estimated $515K sold.

Sulzberger Capital Advisors first reported a position in ARES in Q4 2024 and held it in 1 quarter. The position peaked at $515K in Q4 2024. 738 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Sulzberger Capital Advisors reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Sulzberger Capital Advisors sold 2,910 Ares Management shares in Q1 2025, an estimated $515K.
  • Sulzberger Capital Advisors first reported a position in Ares Management in Q4 2024 and held it in 1 quarter.
  • Sulzberger Capital Advisors's Ares Management position peaked at $515K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Sulzberger Capital Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.