William Blair Investment Management
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William Blair Investment Management’s Ares Management ARES Stock Holding History

William Blair Investment Management’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
2023
Q3 		– Sell
-933,702
Closed -$90M – 399
2023
Q2 		$90M Sell
933,702
-330,578
-26% -$28.6M 0.29% 107
2023
Q1 		$105M Sell
1,264,280
-534,318
-30% -$42.5M 0.37% 94
2022
Q4 		$123M Sell
1,798,598
-891,406
-33% -$64.3M 0.47% 72
2022
Q3 		$167M Sell
2,690,004
-244,901
-8% -$17.1M 0.66% 49
2022
Q2 		$167M Sell
2,934,905
-470,762
-14% -$32.6M 0.62% 46
2022
Q1 		$277M Buy
3,405,667
+133,227
+4% +$10.2M 0.83% 26
2021
Q4 		$266M Sell
3,272,440
-163,932
-5% -$13.3M 0.72% 36
2021
Q3 		$254M Buy
3,436,372
+153,518
+5% +$11.1M 0.72% 35
2021
Q2 		$209M Sell
3,282,854
-424,544
-11% -$23.7M 0.66% 54
2021
Q1 		$208M Buy
3,707,398
+22,020
+0.6% +$1.11M 0.67% 53
2020
Q4 		$173M Sell
3,685,378
-51,413
-1% -$2.33M 0.58% 70
2020
Q3 		$151M Buy
3,736,791
+754,951
+25% +$30.1M 0.59% 66
2020
Q2 		$118M Buy
2,981,840
+305,233
+11% +$10.8M 0.48% 80
2020
Q1 		$82.8M Buy
2,676,607
+98,736
+4% +$3.45M 0.4% 81
2019
Q4 		$92M Buy
+2,577,871
New +$80.1M 0.37% 90

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

William Blair Investment Management's ARES Position: Q3 2023 in Review

William Blair Investment Management sold out of Ares Management (ARES) in Q3 2023, closing a stake of 933,702 shares — an estimated $90M sold.

William Blair Investment Management first reported a position in ARES in Q4 2019 and held it in 15 quarters. The position peaked at $277M in Q1 2022. 489 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • William Blair Investment Management reported no remaining Ares Management position as of Q3 2023 after selling out during the quarter.
  • William Blair Investment Management sold 933,702 Ares Management shares in Q3 2023, an estimated $90M.
  • William Blair Investment Management first reported a position in Ares Management in Q4 2019 and held it in 15 quarters.
  • William Blair Investment Management's Ares Management position peaked at $277M in Q1 2022.
  • 489 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on William Blair Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.