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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Yorktown Management & Research Company's ARES Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of Ares Management (ARES) in Q2 2020, closing a stake of 24,000 shares — an estimated $742K sold.

Yorktown Management & Research Company first reported a position in ARES in Q3 2018 and held it in 7 quarters. The position peaked at $3.79M in Q2 2019. 206 funds tracked by Wall St. Rank hold ARES as of Q2 2020.

Yorktown Management & Research Company reported no remaining Ares Management position as of Q2 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 24,000 Ares Management shares in Q2 2020, an estimated $742K.
Yorktown Management & Research Company first reported a position in Ares Management in Q3 2018 and held it in 7 quarters.
Yorktown Management & Research Company's Ares Management position peaked at $3.79M in Q2 2019.
206 funds tracked by Wall St. Rank held Ares Management as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.