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Zions Bancorporation’s Ares Management ARES Stock Holding History

Zions Bancorporation’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
2024
Q3 		– Sell
-14
Closed -$1.87K – 874
2024
Q2 		$1.87K Buy
+14
New +$1.91K ﹤0.01% 855
2023
Q1 		– Sell
-665
Closed -$45.5K – 915
2022
Q4 		$45.5K Buy
+665
New +$48K ﹤0.01% 456
2020
Q1 		– Sell
-680
Closed -$24K – 904
2019
Q4 		$24K Buy
+680
New +$21.1K ﹤0.01% 560

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 $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zions Bancorporation's ARES Position: Q3 2024 in Review

Zions Bancorporation sold out of Ares Management (ARES) in Q3 2024, closing a stake of 14 shares — an estimated $1.87K sold.

Zions Bancorporation first reported a position in ARES in Q4 2019 and held it in 3 quarters. The position peaked at $45.5K in Q4 2022. 655 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

  • Zions Bancorporation reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
  • Zions Bancorporation sold 14 Ares Management shares in Q3 2024, an estimated $1.87K.
  • Zions Bancorporation first reported a position in Ares Management in Q4 2019 and held it in 3 quarters.
  • Zions Bancorporation's Ares Management position peaked at $45.5K in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.