Summit Global Investments’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,214
| Closed | -$215K | – | 435 |
|
|
2024
Q4 | $215K | Buy |
+1,214
| New | +$215K | 0.01% | 497 |
|
|
2024
Q2 | – | Sell |
-2,823
| Closed | -$375K | – | 498 |
|
|
2024
Q1 | $375K | Buy |
+2,823
| New | +$375K | 0.03% | 374 |
|
|
2023
Q3 | – | Sell |
-2,434
| Closed | -$235K | – | 509 |
|
|
2023
Q2 | $235K | Buy |
+2,434
| New | +$235K | 0.02% | 479 |
|