Whittier Trust’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Buy |
|
|||||
|
2025
Q2 | $394K | Buy |
|
|||||
|
2025
Q1 | $294K | Hold |
|
|||||
|
2024
Q4 | $355K | Sell |
|
|||||
|
2024
Q3 | $353K | Buy |
|
|||||
|
2024
Q2 | $282K | Hold |
|
|||||
|
2024
Q1 | $281K | Buy |
|
|||||
|
2023
Q4 | $51K | Hold |
|
|||||
|
2023
Q3 | $44.1K | Buy |
|
|||||
|
2023
Q2 | $31K | Buy |
|
|||||
|
2023
Q1 | $17.9K | Hold |
|
|||||
|
2022
Q4 | $14.6K | Hold |
|
|||||
|
2022
Q3 | $13K | Hold |
|
|||||
|
2022
Q2 | $12K | Buy |
|
|||||
|
2022
Q1 | $1K | Buy |
|