John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q4 2013)
As of Dec 31, 2013, 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 Q4 2013, the filing reported:
New Buys - Accenture plc, Aware, Inc., British American Tobacco Indus, Capital Southwest Corporation, FormFactor, Inc., and 4 more
Increases - Acacia Research Corporation, AFLAC Incorporated, AstroNova, Inc., Autoliv, Inc., Azenta, Inc., and 56 more
Reductions - ARC Document Solutions, Inc., The Bank of New York Mellon Cor, Charles River Laboratories Inte, Fair Isaac Corporation, Goldman Sachs Group, Inc. (The), and 17 more
Complete Exits - Carnival Corporation, CSP Inc.
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 |
|---|---|---|---|
|
Q4 2013
|
ACN
Accenture plc
|
Buy - Position Entry |
+14,616
|
|
Q4 2013
|
ACTG
Acacia Research Corporation
|
Buy |
+736,348
|
|
Q4 2013
|
AFL
AFLAC Incorporated
|
Buy |
+29,350
|
|
Q4 2013
|
ALOT
AstroNova, Inc.
|
Buy |
+161,130
|
|
Q4 2013
|
ALV
Autoliv, Inc.
|
Buy |
+25,864
|
|
Q4 2013
|
ARC
ARC Document Solutions, Inc.
|
Sell |
-137,425
|
|
Q4 2013
|
AWRE
Aware, Inc.
|
Buy - Position Entry |
+548,584
|
|
Q4 2013
|
AZTA
Azenta, Inc.
|
Buy |
+118,000
|
|
Q4 2013
|
BAX
Baxter International Inc.
|
Buy |
+11,980
|
|
Q4 2013
|
BCO
Brinks Company (The)
|
Buy |
+27,002
|
|
Q4 2013
|
BEN
Franklin Resources, Inc.
|
Buy |
+28,765
|
|
Q4 2013
|
BIDU
Baidu, Inc.
|
Buy |
+28,512
|
|
Q4 2013
|
BIO
Bio-Rad Laboratories, Inc.
|
Buy |
+5,994
|
|
Q4 2013
|
BK
The Bank of New York Mellon Cor
|
Sell |
-295
|
|
Q4 2013
|
BRC
Brady Corporation
|
Buy |
+336,764
|
|
Q4 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+23,601
|
|
Q4 2013
|
BTI
British American Tobacco Indus
|
Buy - Position Entry |
+19,558
|
|
Q4 2013
|
CBRE
CBRE Group Inc
|
Buy |
+400,520
|
|
Q4 2013
|
CCL
Carnival Corporation
|
Sell - Position Exit |
-780,997
|
|
Q4 2013
|
CPIX
Cumberland Pharmaceuticals Inc.
|
Buy |
+779,805
|
|
Q4 2013
|
CRL
Charles River Laboratories Inte
|
Sell |
-120,688
|
|
Q4 2013
|
CRWS
Crown Crafts, Inc.
|
Buy |
+7,175
|
|
Q4 2013
|
CSPI
CSP Inc.
|
Sell - Position Exit |
-137,030
|
|
Q4 2013
|
CSWC
Capital Southwest Corporation
|
Buy - Position Entry |
+37,775
|
|
Q4 2013
|
CVS
CVS Health Corporation
|
Buy |
+42,735
|
|
Q4 2013
|
CVU
CPI Aerostructures, Inc.
|
Buy |
+161,675
|
|
Q4 2013
|
DGX
Quest Diagnostics Incorporated
|
Buy |
+219,114
|
|
Q4 2013
|
EBS
Emergent BioSolutions Inc.
|
Buy |
+63,050
|
|
Q4 2013
|
EXPD
Expeditors International of Was
|
Buy |
+14,442
|
|
Q4 2013
|
FAF
First American Corporation (New
|
Buy |
+125,278
|
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