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Williamson Legacy Group’s Ares Management ARES Stock Holding History

Williamson Legacy 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
2025
Q1 		– Sell
-12,294
Closed -$2.18M – 104
2024
Q4 		$2.18M Buy
12,294
+2,929
+31% +$500K 1.45% 7
2024
Q3 		$1.46M Sell
9,365
-5,120
-35% -$743K 0.98% 13
2024
Q2 		$1.93M Sell
14,485
-101
-0.7% -$13.8K 1.44% 16
2024
Q1 		$1.94M Buy
14,586
+517
+4% +$66K 1.5% 14
2023
Q4 		$1.67M Buy
+14,069
New +$1.53M 1.55% 14

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Williamson Legacy Group's ARES Position: Q1 2025 in Review

Williamson Legacy Group sold out of Ares Management (ARES) in Q1 2025, closing a stake of 12,294 shares — an estimated $2.18M sold.

Williamson Legacy Group first reported a position in ARES in Q4 2023 and held it in 5 quarters. The position peaked at $2.18M in Q4 2024. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Williamson Legacy Group reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 12,294 Ares Management shares in Q1 2025, an estimated $2.18M.
  • Williamson Legacy Group first reported a position in Ares Management in Q4 2023 and held it in 5 quarters.
  • Williamson Legacy Group's Ares Management position peaked at $2.18M in Q4 2024.
  • 745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.