13F filing recap · Q4 2024
What did Ariel Investments buy in Q4 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
$9.37B
Positions
110
Estimated turnover
13.1%
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 Aptiv, Centerpoint Energy, AbbVie, and several smaller names, while exiting Bristol-Myers Squibb, Comerica, JD.com, Progressive, and Telefonica Brasil. Among existing holdings, the firm substantially increased Bio-Rad Laboratories, Western Alliance Bancorporation, CVS Health, and Gilead Sciences, and dramatically added to Wex and an iShares Trust. It substantially trimmed Royal Caribbean, Microsoft, and Taiwan Semiconductor, with moderate reductions in Northern Trust, Generac, Norwegian Cruise Line, and Goldman Sachs.