WRF
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Waddell & Reed Financial’s Ares Management ARES Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$43.5M Buy
776,929
+83,193
+12% +$4.18M 0.09% 269
2020
Q4 		$32.6M Buy
693,736
+58,013
+9% +$2.62M 0.07% 305
2020
Q3 		$25.7M Buy
635,723
+58,312
+10% +$2.33M 0.06% 307
2020
Q2 		$22.9M Sell
577,411
-87,375
-13% -$3.09M 0.06% 310
2020
Q1 		$20.6M Sell
664,786
-124,568
-16% -$4.36M 0.07% 275
2019
Q4 		$28.2M Buy
789,354
+29,334
+4% +$911K 0.07% 288
2019
Q3 		$20.4M Sell
760,020
-16
-0% -$458 0.05% 338
2019
Q2 		$19.9M Buy
760,036
+78,367
+11% +$1.99M 0.05% 354
2019
Q1 		$15.8M Buy
+681,669
New +$14.9M 0.04% 382

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return