Tradition Asset Management’s Ares Management ARES Stock Holding History

Tradition Asset Management’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
2020 Q2	$1.61M	Sell	40,652 -2,260	-5%	-$79.8K	0.46%	70
2020 Q1	$1.33M	Sell	42,912 -1,705	-4%	-$59.6K	0.44%	70
2019 Q4	$1.59M	Sell	44,617 -1,815	-4%	-$56.4K	0.39%	81
2019 Q3	$1.24M	Sell	46,432 -58,450	-56%	-$1.67M	0.32%	90
2019 Q2	$2.74M	Buy	+104,882	New	+$2.66M	0.71%	54

Other funds holding ARES

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Tradition Asset Management's ARES Position: Q2 2020 in Review

Tradition Asset Management reduced its Ares Management (ARES) stake by 5.3% in Q2 2020, selling an estimated $79.8K and leaving 40,652 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #70.

Tradition Asset Management first reported a position in ARES in Q2 2019 and has held it in 5 quarters since. The position peaked at $2.74M in Q2 2019. 206 funds tracked by Wall St. Rank hold ARES as of Q2 2020.

Tradition Asset Management held 40,652 shares of Ares Management worth $1.61M as of Q2 2020.
Tradition Asset Management sold 2,260 Ares Management shares in Q2 2020, an estimated $79.8K.
Ares Management made up 0.46% of Tradition Asset Management's portfolio in Q2 2020, its #70 holding.
Tradition Asset Management first reported a position in Ares Management in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Ares Management position peaked at $2.74M in Q2 2019.
206 funds tracked by Wall St. Rank held Ares Management as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.