13F filing recap · Q3 2024
What did Ariel Investments buy in Q3 2024?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Ariel-managed account, including accounts that belong to no fund below.
Stock value
$9.79B
Positions
110
Estimated turnover
13.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Ariel Investments opened new positions in Western Alliance Bancorporation, Wex, Comerica, and JD.com, while exiting Evercore, Patterson Companies, Stericycle, Truist Financial, US Bancorp, Western Union, and several Vanguard funds. The firm trimmed Jones Lang LaSalle and Check Point Software, and added to Envista Holdings and J. M. Smucker. It also sharply increased its stakes in Middleby, Bio-Rad Laboratories, and iShares Trust.