Ulland Investment Advisors’s Ares Capital ARCC Stock Holding History

Ulland Investment Advisors’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 Q2	–	Sell	-235	Closed	-$5K	–	246
2022 Q1	$5K	Buy	+235	New	+$5.01K	﹤0.01%	227

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SPF

Steven Patrick Farmer $6.42B AUM

Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ulland Investment Advisors's ARCC Position: Q2 2022 in Review

Ulland Investment Advisors sold out of Ares Capital (ARCC) in Q2 2022, closing a stake of 235 shares — an estimated $5K sold.

Ulland Investment Advisors first reported a position in ARCC in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 631 funds tracked by Wall St. Rank hold ARCC as of Q2 2022.

Ulland Investment Advisors reported no remaining Ares Capital position as of Q2 2022 after selling out during the quarter.
Ulland Investment Advisors sold 235 Ares Capital shares in Q2 2022, an estimated $5K.
Ulland Investment Advisors first reported a position in Ares Capital in Q1 2022 and held it in 1 quarter.
Ulland Investment Advisors's Ares Capital position peaked at $5K in Q1 2022.
631 funds tracked by Wall St. Rank held Ares Capital as of Q2 2022.

Based on Ulland Investment Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.