Ariel Investments
Patient small- and mid-cap value: the firm's logo is a tortoise and the holding periods match. The filing covers the whole adviser rather than a single fund.
Positions as of Q2 2020; 2263 days ago.
Next disclosure due ~14 Nov 2020. Anything here may already have been sold.
Largest 5 are 19.97% of the book
US-listed shares only. A manager’s real portfolio is larger than this: bonds, foreign listings, cash and private businesses are not reported here, and short positions are never disclosed.
Open any ticker below to see the quarters in which tracked managers bought or sold it, against the price range at the time.
The assistant reads the 13F itself: the positions, the quarter they were filed for, and what changed against the one before. The answer carries the same lag the filing does.
Pressing one answers it here, from John Rogers's 13F filings. One a day without an account; a free account has its own, and no card.
See every quarter John Rogers has filed.
Ten seconds, no card, and nothing to cancel.
Every position, priced at the quarter it was filed
What John Rogers actually held, against the range the stock traded in, and exactly what changed since the quarter before.
The whole bookMeasure
See who's buying with their own money
Insider filings with vesting and tax withholding struck out, so what's left is a real decision, not payroll.
Every filingMeasure
Ask what a position is really worth to them
The assistant answers from the company's own statements, and every figure links straight back to its filing.
Free, no card, and it does not expire.
| Company | Value | Shares | Weight | Change |
|---|---|---|---|---|
| MSFTMicrosoft Corp. | $333.83M | 1,640,371 | 5.08% | −8.76%Trimmed |
| BIDUBaidu, Inc. ADR | $328.23M | 2,737,733 | 5.00% | +27.85%Added |
145 more positions, included withMeasure