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Westwood Holdings Group’s Ares Management ARES Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-138,183
Closed -$10.2M – 441
2021
Q3 		$10.2M Sell
138,183
-81,087
-37% -$5.84M 0.11% 191
2021
Q2 		$13.9M Sell
219,270
-137,504
-39% -$7.69M 0.14% 174
2021
Q1 		$20M Buy
356,774
+101,788
+40% +$5.12M 0.2% 156
2020
Q4 		$12M Sell
254,986
-131,795
-34% -$5.96M 0.14% 179
2020
Q3 		$15.6M Sell
386,781
-1,793
-0.5% -$71.6K 0.2% 159
2020
Q2 		$15.4M Buy
388,574
+123,373
+47% +$4.36M 0.2% 156
2020
Q1 		$8.2M Buy
+265,201
New +$9.27M 0.12% 196

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SMFG
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Capital World Investors
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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return