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Veritable’s Ares Management ARES Stock Holding History

Veritable’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
Q3 		– Sell
-4,215
Closed -$240K – 800
2022
Q2 		$240K Sell
4,215
-169
-4% -$11.7K ﹤0.01% 753
2022
Q1 		$356K Buy
4,384
+191
+5% +$14.7K 0.01% 656
2021
Q4 		$341K Sell
4,193
-1,209
-22% -$98.4K 0.01% 680
2021
Q3 		$399K Buy
5,402
+18
+0.3% +$1.3K 0.01% 616
2021
Q2 		$342K Buy
5,384
+99
+2% +$5.54K 0.01% 647
2021
Q1 		$296K Sell
5,285
-425
-7% -$21.4K 0.01% 664
2020
Q4 		$269K Sell
5,710
-169
-3% -$7.64K 0.01% 661
2020
Q3 		$238K Sell
5,879
-78
-1% -$3.11K ﹤0.01% 644
2020
Q2 		$236K Buy
+5,957
New +$210K 0.01% 665

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return