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Tracking John Rogers' Ariel Investments Portfolio - Q4 2022 Update

John Vincent profile picture
John Vincent


  • Ariel Investments’ 13F portfolio value increased from $9.11B to $9.85B this quarter.
  • They increased Verizon and Generac Holdings while reducing Manchester United, Credicorp, and KKR.
  • The top three positions are Philip Morris, Baidu, and Madison Square Garden Entertainment and they add up to ~10% of the portfolio.

Advisory Council On Financial Capability For Young Americans Holds First Mtg

Alex Wong

This article is part of a series that provides an ongoing analysis of the changes made to Ariel Investments' 13F stock portfolio on a quarterly basis. It is based on Ariel Investments' regulatory 13F Form filed on 2/14/2023. John

John Rogers - Ariel Investments' Q4 2022 13F Report Q/Q Comparison

John Rogers - Ariel Investments' Q4 2022 13F Report Q/Q Comparison (John Vincent (author))

This article was written by

John Vincent profile picture
Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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