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 |
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|
2025
Q2 | $28.1M | Sell |
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|
2025
Q1 | $24.8M | Buy |
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|
2024
Q4 | $27.8M | Sell |
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|
2024
Q3 | $26.1M | Sell |
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|
2024
Q2 | $24.7M | Sell |
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|
2024
Q1 | $27.4M | Sell |
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|
2023
Q4 | $29.9M | Sell |
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|
2023
Q3 | $60M | Sell |
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|
2023
Q2 | $62.7M | Sell |
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|
2023
Q1 | $55.9M | Buy |
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|
2022
Q4 | $43.9M | Sell |
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|
2022
Q3 | $40.5M | Buy |
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|
2022
Q2 | $36.9M | Buy |
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|
2022
Q1 | $51.9M | Buy |
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|
2021
Q4 | $50.3M | Buy |
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|
2021
Q3 | $18.7M | Buy |
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|
2021
Q2 | $15.9M | Buy |
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|
2021
Q1 | $12.8M | Buy |
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|
2020
Q4 | $226K | Buy |
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