Washington Trust’s Ares Management ARES Stock Holding History

Washington Trust’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
2025 Q2	–	Sell	-74	Closed	-$10.9K	–	283
2025 Q1	$10.9K	Hold	74	–	–	﹤0.01%	592
2024 Q4	$13.1K	Sell	74 -3	-4%	-$512	﹤0.01%	642
2024 Q3	$12K	Buy	77 +15	+24%	+$2.18K	﹤0.01%	648
2024 Q2	$8.26K	Buy	+62	New	+$8.47K	﹤0.01%	676
2023 Q4	–	Sell	-8	Closed	-$823	–	834
2023 Q3	$823	Hold	8	–	–	﹤0.01%	860
2023 Q2	$771	Sell	8 -2	-20%	-$173	﹤0.01%	871
2023 Q1	$834	Hold	10	–	–	﹤0.01%	905
2022 Q4	$684	Hold	10	–	–	﹤0.01%	929
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	831
2022 Q2	$1K	Sell	10 -1	-9%	-$69	﹤0.01%	836
2022 Q1	$1K	Buy	11 +1	+10%	+$77	﹤0.01%	868
2021 Q4	$1K	Sell	10 -1	-9%	-$81	﹤0.01%	877
2021 Q3	$1K	Buy	11 +3	+38%	+$216	﹤0.01%	996
2021 Q2	$1K	Buy	+8	New	+$447	﹤0.01%	980

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return