John Rogers Ariel - ARGFX
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DESCRIPTION:

Date updated:11-27-2009

As of 9/30/2009 funds at Ariel Investments, LLC run by John Rogers were valued at $4.7 billion.

During the quarter the fund had 100 total positions. The top five sector weightings are in: Services (44.96%), Technology (17.83%), Financials (15.75%), Consumer/Non-Cyclical (6.43%), and Healthcare (5.70%).

During the quarter some of the following significant actions were taken:

Positions closed out (2 positions): PBI, AXP
New positions (29 positions): VIA-B, LAZ, MS, APOL, EDGW, MYRX, ARP, FORD, API
Decreased positions (59 positions): GCI, RCL, CBS, CBG, TIF, JNS, BEN, JLL, IGT, HES
Increased positions (29 positions): BDK, ZMH, HCC, RX, MS, MHK, HEW, EFX, APOL, XOM

Here are the top 30 holdings as of September 30, 2009.

Ariel Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in undervalued companies that are widely misunderstood, ignored or underfollowed by institutional investors.

symbol name last price % change open
  • +
  • GCI
    Gannett Co Inc
  • $10.32
  • -2.82%
  • $10.07

5.19% of portfolio.

People owning GCI also tend to own: AIGCLUKMROMSFTPFETRB

TheStreet.com Rating: D What is this?

  • +
  • RX
    Ims Health Inc
  • $21.38
  • -0.37%
  • $21.30

4.51% of portfolio.

People owning RX also tend to own: ABTDGXEPDFMDGSKJNJJOSB

TheStreet.com Rating: C What is this?

  • +
  • HEW
    Hewitt Assoc Inc
  • $40.18
  • -1.95%
  • $40.18

4.43% of portfolio.

People owning HEW also tend to own: CVNSINFYMSFTNTORCLWITSVVS

TheStreet.com Rating: B+ What is this?

  • +
  • JLL
    Jones Lang Lasall
  • $49.61
  • -3.37%
  • $49.12

3.97% of portfolio.

People owning JLL also tend to own: BAHOCMSFTAMGCMIDEGRMN

TheStreet.com Rating: C What is this?

  • +
  • IPG
    Interpublic Group
  • $6.46
  • -2.27%
  • $6.38

3.77% of portfolio.

People owning IPG also tend to own: AEPAHRAUOBLSGMHONKEP

TheStreet.com Rating: C What is this?

  • +
  • JNS
    Janus Cap Gp Cmn
  • $12.70
  • -4.30%
  • $12.78

3.66% of portfolio.

People owning JNS also tend to own: CMCSKFVEMSFTNKESKMTOLVOD

TheStreet.com Rating: D What is this?

  • +
  • CBG
    Cb Richard Ellis
  • $10.82
  • -3.82%
  • $10.64

3.37% of portfolio.

People owning CBG also tend to own: BBCECPGEMISMOTNTOOGEGROW

TheStreet.com Rating: D What is this?

  • +
  • CBS
    Cbs Corp Cl B
  • $13.17
  • -2.80%
  • $12.86

3.26% of portfolio.

People owning CBS also tend to own: DISGOOGNWSTWXVIAYHOOAAP

TheStreet.com Rating: C- What is this?

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