John Rogers

Last Update: 04-08-2016

Number of Stocks: 196
Number of New Stocks: 12

Total Value: $8,341 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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John Rogers Bought these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
ZBRA Zebra Technologies Corp 2015-12-31 Add0.48%$64.41 - $82.99
($74.91)
$ 62.80-16%Add 142.42%974,716
MSGN MSG Networks Inc 2015-12-31 Add0.42%$19.34 - $21.52
($20.37)
$ 17.30-15%Add 100.65%3,355,502
BRS Bristow Group Inc 2015-12-31 Add0.31%$22.75 - $37.01
($30.11)
$ 22.70-25%Add 14.69%7,905,737
KMT Kennametal Inc 2015-12-31 Add0.23%$17.94 - $29.25
($25.79)
$ 23.69-8%Add 10.30%10,602,518
JWN Nordstrom Inc 2015-12-31 Add0.21%$49.81 - $75.12
($60.29)
$ 52.73-13%Add 42.12%1,197,130
KKR KKR & Co LP 2015-12-31 Add0.2%$14.45 - $18.99
($17.08)
$ 13.92-19%Add 14.93%8,268,522
PGR Progressive Corp 2015-12-31 Add0.11%$30.29 - $33.64
($31.79)
$ 32.542%Add 25.97%1,405,610
BIDU Baidu Inc 2015-12-31 Add0.1%$141.26 - $217.97
($185.42)
$ 186.020%Add 5.52%806,996
PM Philip Morris International Inc 2015-12-31 Add0.09%$79.95 - $90.15
($86.95)
$ 97.3512%Add 12.25%812,963
VEA Vanguard FTSE Developed Markets ETF 2015-12-31 Add0.09%$36 - $38.39
($37.34)
$ 36.83-1%Add 54.02%603,652
ZBH Zimmer Biomet Holdings Inc 2015-12-31 Add0.09%$93.99 - $107.85
($100.92)
$ 115.0014%Add 5.58%1,335,494
AXE Anixter International Inc 2015-12-31 Add0.07%$57.73 - $70.06
($64.07)
$ 62.25-3%Add 3.22%3,226,735
CHL China Mobile Ltd 2015-12-31 Add0.07%$56.29 - $61.95
($58.95)
$ 58.30-1%Add 22.71%558,585
CRL Charles River Laboratories International Inc 2015-12-31 Add0.07%$61.75 - $80.54
($72.46)
$ 80.0310%Add 4.09%1,742,890
DNB Dun & Bradstreet Corp 2015-12-31 Add0.07%$100.97 - $115
($108.53)
$ 111.002%Add 6.42%885,469
LH Laboratory Corp of America Holdings 2015-12-31 Add0.07%$109.51 - $125.32
($120.33)
$ 125.574%Add 2.95%1,675,352
AXP American Express Co 2015-12-31 Add0.06%$67.87 - $77.33
($72.69)
$ 65.84-9%Add 71.17%185,409
BRK.B Berkshire Hathaway Inc 2015-12-31 Add0.05%$129.53 - $138.4
($134.28)
$ 146.079%Add 26.53%139,394
NOK Nokia Oyj 2015-12-31 Add0.05%$6.58 - $7.58
($7.14)
$ 5.92-17%Add 8.57%7,997,646
MSG The Madison Square Garden Co 2015-12-31 Add0.04%$157.51 - $182.69
($168.75)
$ 158.44-6%Add 3.24%574,935
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

John Rogers's Profile:

John Rogers is the Founder of Ariel Investment, LLC, which he started in 1983. As of 2008, the firm had over $15.5 billion in assets under management. John manages Ariel's small and mid-cap institutional portfolios as well as the Ariel Fund (ARGFX) and Ariel Appreciation Fund (CAAPX). He is also a long-term Forbes columnist writing a column called "Patient Investor."



John Rogers's Performance:

Average Annual Return of Ariel Fund
5 Yrs 10 Yrs Since Inception
10.4% 6.6% 11.2%
» More Profile & Performance

John Rogers's Current Portfolio:

Ticker Shares Value ($1000)
LAZ5,540,072249,359
FAF6,144,140220,575
SJM1,773,704218,769
IPG9,260,912215,594
LH1,675,352207,141
BRS7,905,737204,759
KMT10,602,518203,568
AXE3,226,735194,863
JLL1,134,989181,439
ISCA5,315,653179,244
» More Current Portfolio

John Rogers's Sector Weightings:


SectorsSector Weightings (%)
Technology 27.9% 27.9%
Consumer Cyclical 26% 26%
Financial Services 23.1% 23.1%
Healthcare 13.9% 13.9%
Industrials 6.3% 6.3%
Consumer Defensive 5.1% 5.1%
Real Estate 3.4% 3.4%
Basic Materials 2.3% 2.3%
Communication Services 2.2% 2.2%
Energy 1.1% 1.1%
Utilities 1% 1%
» More Sector Weightings

John Rogers's News:

» More Related News


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