Ownership history in Blue Barn Wealth, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC reported a position in ARES MANAGEMENT CORPORATION (ARES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Blue Barn Wealth, LLC outperformed the S&P 500 by +0.5% annually on this ARES position. Timing score: 17% (1/6 decisions correct). Average cost basis: $135.45. Maximum drawdown during holding period: β16.5%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct
Best entry: $126.50 (2024 Q2) Β· Worst: $169.96 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size