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Susquehanna Fundamental Investments’s Ares Management ARES Stock Holding History

Susquehanna Fundamental 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
2022
Q4 		– Sell
-54,814
Closed -$3.4M – 1193
2022
Q3 		$3.4M Buy
+54,814
New +$3.83M 0.06% 431
2022
Q1 		$5.11M Buy
62,841
+39,398
+168% +$3.03M 0.1% 284
2021
Q4 		$1.91M Hold
23,443
– – 0.05% 438
2021
Q3 		$1.73M Sell
23,443
-7,020
-23% -$505K 0.03% 643
2021
Q2 		$1.94M Sell
30,463
-41,828
-58% -$2.34M 0.04% 605
2021
Q1 		$4.05M Buy
72,291
+35,839
+98% +$1.8M 0.07% 389
2020
Q4 		$1.72M Sell
36,452
-84,370
-70% -$3.82M 0.03% 670
2020
Q3 		$4.88M Buy
120,822
+43,322
+56% +$1.73M 0.15% 198
2020
Q2 		$3.08M Buy
+77,500
New +$2.74M 0.15% 179

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return