United Capital Financial Advisors’s Ares Management ARES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25.4M Sell
2025
Q2
$28.1M Sell
2025
Q1
$24.8M Buy
2024
Q4
$27.8M Sell
2024
Q3
$26.1M Sell
2024
Q2
$24.7M Sell
2024
Q1
$27.4M Sell
2023
Q4
$29.9M Sell
2023
Q3
$60M Sell
2023
Q2
$62.7M Sell
2023
Q1
$55.9M Buy
2022
Q4
$43.9M Sell
2022
Q3
$40.5M Buy
2022
Q2
$36.9M Buy
2022
Q1
$51.9M Buy
2021
Q4
$50.3M Buy
2021
Q3
$18.7M Buy
2021
Q2
$15.9M Buy
2021
Q1
$12.8M Buy
2020
Q4
$226K Buy