John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Aug 14, 2026, the Ariel Appreciation Fund portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. 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 2017, the filing reported:
New Buys - Expeditors International of Was, Intercontinental Exchange Inc., LG Display Co, Ltd AMERICAN DEP, Manhattan Associates, Inc., Sanofi, and 2 more
Increases - Accenture plc, Baidu, Inc., Berkshire Hathaway Inc. New, Cardinal Health, Inc., Church & Dwight Company, Inc., and 33 more
Reductions - iShares MSCI ACWI ex U.S. ETF, AFLAC Incorporated, AstroNova, Inc., Aspen Aerogels, Inc., AXT Inc, and 58 more
Complete Exits - ArcBest Corporation, British American Tobacco Indus, Crown Crafts, Inc., iShares Microcap ETF, iShares Russell 2000 ETF, and 3 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 2017
|
ACN
Accenture plc
|
Buy |
+20,891
|
|
Q1 2017
|
ACWX
iShares MSCI ACWI ex U.S. ETF
|
Sell |
-15,970
|
|
Q1 2017
|
AFL
AFLAC Incorporated
|
Sell |
-14,427
|
|
Q1 2017
|
ALOT
AstroNova, Inc.
|
Sell |
-240,125
|
|
Q1 2017
|
ARCB
ArcBest Corporation
|
Sell - Position Exit |
-94,820
|
|
Q1 2017
|
ASPN
Aspen Aerogels, Inc.
|
Sell |
-171,454
|
|
Q1 2017
|
AXTI
AXT Inc
|
Sell |
-511,675
|
|
Q1 2017
|
AZTA
Azenta, Inc.
|
Sell |
-337,200
|
|
Q1 2017
|
BCO
Brinks Company (The)
|
Sell |
-185,974
|
|
Q1 2017
|
BEN
Franklin Resources, Inc.
|
Sell |
-562,195
|
|
Q1 2017
|
BIDU
Baidu, Inc.
|
Buy |
+64,821
|
|
Q1 2017
|
BIO
Bio-Rad Laboratories, Inc.
|
Sell |
-212,467
|
|
Q1 2017
|
BK
The Bank of New York Mellon Cor
|
Sell |
-106
|
|
Q1 2017
|
BOKF
BOK Financial Corporation
|
Sell |
-3,641
|
|
Q1 2017
|
BRC
Brady Corporation
|
Sell |
-203,212
|
|
Q1 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+17,994
|
|
Q1 2017
|
BTI
British American Tobacco Indus
|
Sell - Position Exit |
-9,680
|
|
Q1 2017
|
BWA
BorgWarner Inc.
|
Sell |
-3,735
|
|
Q1 2017
|
CAH
Cardinal Health, Inc.
|
Buy |
+710,263
|
|
Q1 2017
|
CBRE
CBRE Group Inc
|
Sell |
-358,307
|
|
Q1 2017
|
CHD
Church & Dwight Company, Inc.
|
Buy |
+1,095
|
|
Q1 2017
|
CNTY
Century Casinos, Inc.
|
Sell |
-137,295
|
|
Q1 2017
|
COST
Costco Wholesale Corporation
|
Buy |
+7,613
|
|
Q1 2017
|
CPIX
Cumberland Pharmaceuticals Inc.
|
Sell |
-431,455
|
|
Q1 2017
|
CRAI
CRA International,Inc.
|
Sell |
-9,302
|
|
Q1 2017
|
CRL
Charles River Laboratories Inte
|
Buy |
+483,564
|
|
Q1 2017
|
CRWS
Crown Crafts, Inc.
|
Sell - Position Exit |
-404,862
|
|
Q1 2017
|
CSWC
Capital Southwest Corporation
|
Buy |
+12,914
|
|
Q1 2017
|
CVS
CVS Health Corporation
|
Buy |
+82,182
|
|
Q1 2017
|
CVU
CPI Aerostructures, Inc.
|
Sell |
-298,571
|
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