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Summit Global Investments’s Ares Management ARES Stock Holding History

Summit Global Investments’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
-1,214
Closed -$215K – 435
2024
Q4 		$215K Buy
+1,214
New +$207K 0.01% 497
2024
Q2 		– Sell
-2,823
Closed -$375K – 498
2024
Q1 		$375K Buy
+2,823
New +$361K 0.03% 374
2023
Q3 		– Sell
-2,434
Closed -$235K – 509
2023
Q2 		$235K Buy
+2,434
New +$210K 0.02% 479

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 $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Summit Global Investments's ARES Position: Q1 2025 in Review

Summit Global Investments sold out of Ares Management (ARES) in Q1 2025, closing a stake of 1,214 shares — an estimated $215K sold.

Summit Global Investments first reported a position in ARES in Q2 2023 and held it in 3 quarters. The position peaked at $375K in Q1 2024. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Summit Global Investments reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 1,214 Ares Management shares in Q1 2025, an estimated $215K.
  • Summit Global Investments first reported a position in Ares Management in Q2 2023 and held it in 3 quarters.
  • Summit Global Investments's Ares Management position peaked at $375K in Q1 2024.
  • 745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.