John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q1 2014)
As of Mar 31, 2014, the Ariel Appreciation Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2014, the filing reported:
New Buys - Banco Santander - Chile, C.H. Robinson Worldwide, Inc., Century Casinos, Inc., HDFC Bank Limited, Itau Unibanco Banco Holding SA, and 2 more
Increases - Acacia Research Corporation, AFLAC Incorporated, AstroNova, Inc., Autoliv, Inc., ARC Document Solutions, Inc., and 51 more
Reductions - Brinks Company (The), Bio-Rad Laboratories, Inc., The Bank of New York Mellon Cor, CBRE Group Inc, Charles River Laboratories Inte, and 24 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2014
|
ACN
Accenture plc
|
Sell - Position Exit |
-14,616
|
|
Q1 2014
|
ACTG
Acacia Research Corporation
|
Buy |
+52,747
|
|
Q1 2014
|
AFL
AFLAC Incorporated
|
Buy |
+35,553
|
|
Q1 2014
|
ALOT
AstroNova, Inc.
|
Buy |
+9,029
|
|
Q1 2014
|
ALV
Autoliv, Inc.
|
Buy |
+481
|
|
Q1 2014
|
ARC
ARC Document Solutions, Inc.
|
Buy |
+68,085
|
|
Q1 2014
|
AWRE
Aware, Inc.
|
Buy |
+738,321
|
|
Q1 2014
|
AZTA
Azenta, Inc.
|
Buy |
+58,100
|
|
Q1 2014
|
BCO
Brinks Company (The)
|
Sell |
-53,905
|
|
Q1 2014
|
BEN
Franklin Resources, Inc.
|
Buy |
+208,146
|
|
Q1 2014
|
BIDU
Baidu, Inc.
|
Buy |
+24,046
|
|
Q1 2014
|
BIO
Bio-Rad Laboratories, Inc.
|
Sell |
-77,878
|
|
Q1 2014
|
BK
The Bank of New York Mellon Cor
|
Sell |
-370
|
|
Q1 2014
|
BRC
Brady Corporation
|
Buy |
+445,103
|
|
Q1 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+1,868
|
|
Q1 2014
|
BSAC
Banco Santander - Chile
|
Buy - Position Entry |
+49,097
|
|
Q1 2014
|
BTI
British American Tobacco Indus
|
Buy |
+22,608
|
|
Q1 2014
|
CBRE
CBRE Group Inc
|
Sell |
-296,156
|
|
Q1 2014
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Buy - Position Entry |
+27,779
|
|
Q1 2014
|
CNTY
Century Casinos, Inc.
|
Buy - Position Entry |
+356,146
|
|
Q1 2014
|
CPIX
Cumberland Pharmaceuticals Inc.
|
Buy |
+124,760
|
|
Q1 2014
|
CRL
Charles River Laboratories Inte
|
Sell |
-619,955
|
|
Q1 2014
|
CRWS
Crown Crafts, Inc.
|
Sell |
-3,720
|
|
Q1 2014
|
CSWC
Capital Southwest Corporation
|
Buy |
+24,600
|
|
Q1 2014
|
CVU
CPI Aerostructures, Inc.
|
Buy |
+268,699
|
|
Q1 2014
|
DGX
Quest Diagnostics Incorporated
|
Buy |
+27,106
|
|
Q1 2014
|
EBS
Emergent BioSolutions Inc.
|
Sell - Position Exit |
-122,650
|
|
Q1 2014
|
EXPD
Expeditors International of Was
|
Buy |
+78,728
|
|
Q1 2014
|
FAF
First American Corporation (New
|
Sell |
-361,875
|
|
Q1 2014
|
FICO
Fair Isaac Corporation
|
Sell |
-39,580
|
Page 1 of 4