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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
2024-06-30 $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
BlackRock
Jpmorgan Chase & Co
Massachusetts Financial Services
Franklin Resources
State Street Corporation
Bank of America Corporation
LRI Investments
Geode Capital Management
Invesco
American Century Companies
Principal Financial Group
Morgan Stanley
Atlantic Trust
Millennium Management

View all funds holding Ares Management Corporation cl a com stk