John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, 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 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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