John Rogers

Last Update: 05-14-2018

Number of Stocks: 165
Number of New Stocks: 4

Total Value: $8,763 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
OAK Oaktree Capital Group LLC 2018-03-31 Buy 0.73%$39.6 - $46.3
($42.87)
$ 39.90-7%New holding1,626,373
SRCL Stericycle Inc 2018-03-31 Buy 0.46%$58.49 - $76.02
($67.69)
$ 63.25-7%New holding689,586
SLCA US Silica Holdings Inc 2018-03-31 Add0.31%$25.08 - $38.25
($30.67)
$ 31.944%Add 21.86%5,970,907
NLSN Nielsen Holdings PLC 2018-03-31 Add0.23%USD 31.51 - USD 38.51
(USD 34.58)
USD 30.48-12%Add 19.56%3,924,501
TGNA Tegna Inc 2018-03-31 Add0.18%$11.27 - $15.59
($13.69)
$ 10.59-23%Add 18.89%8,917,651
MDP Meredith Corp 2018-03-31 Add0.17%$52.75 - $67.85
($59.41)
$ 48.20-19%Add 32.78%1,102,033
MSG The Madison Square Garden Co 2018-03-31 Add0.17%$207.9 - $249.78
($226.33)
$ 265.4817%Add 19.45%374,533
MEI Methode Electronics Inc 2018-03-31 Add0.16%$37.5 - $42.65
($40.53)
$ 41.302%Add 99.35%724,811
SNA Snap-on Inc 2018-03-31 Add0.12%$146.26 - $183.76
($164.35)
$ 151.76-8%Add 8.86%845,646
MAT Mattel Inc 2018-03-31 Add0.11%$12.8 - $17.76
($15.59)
$ 15.09-3%Add 7.85%9,869,537
SSD Simpson Manufacturing Co Inc 2018-03-31 Add0.11%$55.32 - $60.43
($57.83)
$ 62.718%Add 9.33%1,881,040
PXD Pioneer Natural Resources Co 2018-03-31 Add0.09%$165.05 - $188.5
($176.2)
$ 193.2310%Add 14.93%355,472
VZ Verizon Communications Inc 2018-03-31 Add0.09%$46.29 - $54.72
($50.26)
$ 48.64-3%Add 21.34%973,197
AXE Anixter International Inc 2018-03-31 Add0.08%$71.95 - $85.35
($77.84)
$ 61.10-22%Add 7.26%1,278,678
BWA BorgWarner Inc 2018-03-31 Add0.07%$48.01 - $57.91
($52.82)
$ 51.55-2%Add 7.81%1,714,656
SJM JM Smucker Co 2018-03-31 Add0.07%$116.63 - $131.53
($124.88)
$ 109.84-12%Add 2.92%1,658,632
BOKF BOK Financial Corp 2018-03-31 Add0.05%$90.63 - $100.99
($96.39)
$ 103.177%Add 10.02%514,177
SRE Sempra Energy 2018-03-31 Add0.05%$103.36 - $113.02
($107.89)
$ 105.21-2%Add 13.52%309,383
AYI Acuity Brands Inc 2018-03-31 Add0.04%$132.4 - $185.73
($153.84)
$ 119.12-23%Add 241.31%30,663
BSMX Banco Santander Mexico SA 2018-03-31 Add0.04%$6.78 - $8.08
($7.39)
$ 6.59-11%Add 70.82%1,275,618
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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.
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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
15.6% 8.9% 11.5%
» More Profile & Performance

John Rogers's Current Portfolio:

Ticker Shares Value ($1000)
FAF4,520,651265,272
BIDU1,127,180251,575
MSFT2,748,518250,857
KEYS4,604,580241,234
LAZ4,509,758237,033
KMT5,186,954208,308
SJM1,658,632205,687
MSGN9,069,330204,967
LH1,186,682191,946
NTRS1,810,324186,699
» More Current Portfolio

John Rogers's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.4% 21.4%
Consumer Cyclical 16.9% 16.9%
Technology 15.6% 15.6%
Healthcare 12% 12%
Consumer Defensive 5.1% 5.1%
Industrials 4.2% 4.2%
Real Estate 3.4% 3.4%
Basic Materials 2% 2%
Energy 1.9% 1.9%
Communication Services 1.4% 1.4%
Utilities 0.8% 0.8%
» More Sector Weightings

John Rogers's News:

» More Related News


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