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Surevest’s Ares Capital ARCC Stock Holding History

Surevest’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$119K Buy
+7,069
New +$137K 0.03% 155

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Surevest's ARCC Position: Q3 2022 in Review

Surevest opened a new position in Ares Capital (ARCC) in Q3 2022: 7,069 shares worth $119K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

629 funds tracked by Wall St. Rank hold ARCC as of Q3 2022.

  • Surevest held 7,069 shares of Ares Capital worth $119K as of Q3 2022.
  • Ares Capital was a new Surevest position in Q3 2022.
  • Ares Capital made up 0.03% of Surevest's portfolio in Q3 2022, its #155 holding.
  • 629 funds tracked by Wall St. Rank held Ares Capital as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.