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Winslow Evans & Crocker’s Ares Management ARES Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$69K Buy
1,475
+575
+64% +$26K 0.01% 521
2020
Q3 		$36K Hold
900
– – 0.01% 511
2020
Q2 		$36K Buy
+900
New +$31.8K 0.01% 509
2019
Q1 		– Sell
-700
Closed -$14K – 1331
2018
Q4 		$14K Hold
700
– – ﹤0.01% 689
2018
Q3 		$18K Buy
+700
New +$15K 0.01% 674

Other funds holding ARES

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Winslow Evans & Crocker's ARES Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Ares Management (ARES) stake by 64% in Q4 2020, buying an estimated $26K and bringing the position to 1,475 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #521.

Winslow Evans & Crocker first reported a position in ARES in Q3 2018 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold ARES as of Q4 2020.

  • Winslow Evans & Crocker held 1,475 shares of Ares Management worth $69K as of Q4 2020.
  • Winslow Evans & Crocker bought 575 Ares Management shares in Q4 2020, an estimated $26K.
  • Ares Management made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #521 holding.
  • Winslow Evans & Crocker first reported a position in Ares Management in Q3 2018 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held Ares Management as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.