Yorktown Management & Research Company’s Ares Management ARES Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-24,000	Closed	-$742K	–	257
2020 Q1	$742K	Sell	24,000 -12,000	-33%	-$420K	0.75%	24
2019 Q4	$1.28M	Hold	36,000	–	–	0.69%	23
2019 Q3	$965K	Sell	36,000 -109,000	-75%	-$3.12M	0.52%	57
2019 Q2	$3.79M	Hold	145,000	–	–	1.43%	12
2019 Q1	$3.37M	Hold	145,000	–	–	1.09%	16
2018 Q4	$2.58M	Buy	145,000 +35,000	+32%	+$734K	0.85%	22
2018 Q3	$2.55M	Buy	+110,000	New	+$2.36M	0.75%	26

Other funds holding ARES

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return