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Vident Investment Advisory’s Ares Management ARES Stock Holding History

Vident Investment Advisory’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
Q1 		– Sell
-6,017
Closed -$489K – 1265
2021
Q4 		$489K Sell
6,017
-1,324
-18% -$108K 0.01% 933
2021
Q3 		$542K Sell
7,341
-208
-3% -$15K 0.02% 853
2021
Q2 		$480K Buy
+7,549
New +$422K 0.01% 848

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vident Investment Advisory's ARES Position: Q1 2022 in Review

Vident Investment Advisory sold out of Ares Management (ARES) in Q1 2022, closing a stake of 6,017 shares — an estimated $489K sold.

Vident Investment Advisory first reported a position in ARES in Q2 2021 and held it in 3 quarters. The position peaked at $542K in Q3 2021. 366 funds tracked by Wall St. Rank hold ARES as of Q1 2022.

  • Vident Investment Advisory reported no remaining Ares Management position as of Q1 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 6,017 Ares Management shares in Q1 2022, an estimated $489K.
  • Vident Investment Advisory first reported a position in Ares Management in Q2 2021 and held it in 3 quarters.
  • Vident Investment Advisory's Ares Management position peaked at $542K in Q3 2021.
  • 366 funds tracked by Wall St. Rank held Ares Management as of Q1 2022.

Based on Vident Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.