Fernwood Investment Management, LLC / ARCC
Fernwood Investment Management, LLC’s Ares Capital Corp Position
Does Fernwood Investment Management, LLC own Ares Capital Corp (ARCC)? Yes — 232.6K shares worth $5M (+1.77% of its 13F portfolio) as of Q4 2024, up from 230.9K shares the prior filed quarter.
Position Value
$5M
Q4 2024
Shares
232.6K
% of Portfolio
+1.77%
Quarters Held
25
currently held
Position History ARCC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 232.6K | $5M | +1.77% |
| Q3 2024 | 230.9K | $5M | +1.58% |
| Q2 2024 | 233.1K | $5M | +1.51% |
| Q1 2024 | 239.7K | $5M | +1.45% |
| Q4 2023 | 244.3K | $5M | +1.61% |
| Q3 2023 | 249.3K | $5M | +1.74% |
| Q2 2023 | 250.2K | $5M | +1.67% |
| Q1 2023 | 252.6K | $5M | +1.77% |
| Q4 2022 | 243.0K | $4M | +1.86% |
| Q3 2022 | 238.9K | $4M | +1.70% |
| Q2 2022 | 237.0K | $4M | +1.83% |
| Q1 2022 | 242.0K | $5M | +1.78% |
| Q4 2021 | 249.0K | $5M | +1.73% |
| Q3 2021 | 259.8K | $5M | +1.81% |
| Q2 2021 | 280.7K | $5M | +1.82% |
| Q1 2021 | 280.5K | $5M | +1.93% |
| Q4 2020 | 275.3K | $5M | +1.83% |
| Q3 2020 | 261.4K | $4M | +1.72% |
| Q2 2020 | 251.9K | $4M | +1.80% |
| Q1 2020 | 183.2K | $2M | +1.26% |
| Q4 2019 | 128.7K | $2M | +1.15% |
| Q3 2019 | 127.1K | $2M | +1.17% |
| Q2 2019 | 109.9K | $2M | +1.08% |
| Q1 2019 | 111.2K | $2M | +1.02% |
| Q4 2018 | 100.7K | $2M | +1.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fernwood Investment Management, LLC’s full portfolio or all institutional holders of ARCC.