$3.14 Trillion is the total value of Ariel Investments's 213 reported holdings in Q1 2009. The portfolio turnover from Q4 2008 to Q1 2009 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2009 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2009-05-15
About Ariel Investments
Ariel Investments is a Chicago-based investment management firm that was founded in 1983 by John W. Rogers Jr. The company has a long history of providing value-oriented investment strategies to its clients, with a focus on small and mid-cap companies. Ariel Investments has a team of experienced investment professionals, including CEO John W. Rogers Jr., COO Mellody Hobson, and Chief Investment Officer Rupal Bhansali.
The company's investment philosophy is centered around the belief that patient, long-term investing in undervalued companies can lead to superior returns over time. Ariel Investments has a strong track record of delivering on this philosophy, with many of its funds outperforming their benchmarks over the long term.
One of the key strengths of Ariel Investments is its focus on diversity and inclusion. The company has a diverse team of investment professionals, and it has been recognized for its efforts to promote diversity in the investment industry. CEO John W. Rogers Jr. has been a vocal advocate for diversity and inclusion in the business world, and he has been recognized for his leadership in this area.
Overall, Ariel Investments is a well-respected investment management firm with a strong track record of delivering value-oriented investment strategies to its clients. With a talented team of investment professionals and a commitment to diversity and inclusion, the company is well-positioned for continued success in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST AMERN FINL CORP | 45 | Q2 2024 | 3.8% |
| BAIDU INC-SP ADR | 45 | Q2 2024 | 7.1% |
| Interpublic Group of Cos Inc/The | 45 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 45 | Q2 2024 | 5.1% |
| JONES LANG LASALLE INC | 45 | Q2 2024 | 3.2% |
| Northern Trust Corp. | 45 | Q2 2024 | 2.6% |
| SMUCKER JM CO | 45 | Q2 2024 | 2.7% |
| CHARLES RIVER LABS INTL INC | 45 | Q2 2024 | 2.5% |
| SNAP-ON INC | 45 | Q2 2024 | 2.4% |
| GILEAD SCIENCES INC | 45 | Q2 2024 | 3.5% |
View Ariel Investments's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Adtalem Global Education Inc. | February 14, 2024 | ? | ? |
| Core Laboratories Inc. /DE/ | February 14, 2024 | ? | ? |
| Equity Commonwealth | February 14, 2024 | ? | ? |
| GCM Grosvenor Inc. | February 14, 2024 | ? | ? |
| KENNAMETAL INC | February 14, 2024 | ? | ? |
| Knowles Corp | February 14, 2024 | ? | ? |
| Lazard, Inc. | February 14, 2024 | ? | ? |
| LINDBLAD EXPEDITIONS HOLDINGS, INC. | February 14, 2024 | ? | ? |
| Madison Square Garden Entertainment Corp. | February 14, 2024 | ? | ? |
| Madison Square Garden Sports Corp. | February 14, 2024 | ? | ? |
View Ariel Investments's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| SC 13G/A | 2024-08-12 |
| SC 13G/A | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| SC 13G/A | 2024-02-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
View Ariel Investments's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.