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Ares Management Corporation cl a com stk shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ares Management Corporation cl a com stk (ARES) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ares Management Corporation cl a com stk

Tip: Access up to 7 years of quarterly data

All positions including Ares Management Corporation cl a com stk held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Management Corporation cl a com stk by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 27k 155.84
2024-06-30 $3.1M 23k 133.28
2024-03-31 $2.7M 20k 132.98
2023-12-31 $1.8M 15k 118.92
2023-09-30 $1.3M 13k 102.87
2023-06-30 $579k 8.5k 68.07

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Top funds holding Ares Management Corporation cl a com stk

Vanguard Group
Sumitomo Mitsui Financial
BlackRock
BlackRock
Capital World Investors
Jpmorgan Chase & Co
Massachusetts Financial Services
Capital Research and Management Company - Division 3
Franklin Resources
State Street Corporation
Bank of America Corporation
Geode Capital Management
Invesco
Principal Financial Group
LRI Investments

View all funds holding Ares Management Corporation cl a com stk