John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Sotheby's (BID)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q3 0 0.00 Sell 100.00% 0.06 SEC
2019   Q2 83,552 0.06 Reduce 54.24% 0.05 $58.13 $4,857,000 SEC
2019   Q1 182,604 0.09 Add 3.33% <0.01 $37.75 $6,893,000 SEC
2018   Q4 176,718 0.10 Reduce 19.04% 0.02 $39.74 $7,023,000 SEC
2018   Q3 218,279 0.12 Reduce 40.24% 0.09 $49.19 $10,737,000 SEC
2018   Q2 365,244 0.23 Reduce 11.65% 0.03 $54.34 $19,847,000 SEC
2018   Q1 413,419 0.25 Reduce 1.43% <0.01 $51.31 $21,213,000 SEC
2017   Q4 419,425 0.25 Reduce 3.51% <0.01 $51.60 $21,642,000 SEC
2017   Q3 434,663 0.24 Reduce 10.81% 0.03 $46.11 $20,042,000 SEC
2017   Q2 487,339 0.32 Reduce 10.06% 0.03 $53.67 $26,155,000 SEC
2017   Q1 541,844 0.30 Reduce 7.25% 0.02 $45.48 $24,643,000 SEC
2016   Q4 584,214 0.29 Reduce 11.07% 0.04 $39.86 $23,287,000 SEC
2016   Q3 656,940 0.32 Reduce 46.66% 0.21 $38.02 $24,977,000 SEC
2016   Q2 1,231,663 0.44 Reduce 3.31% 0.01 $27.40 $33,748,000 SEC
2016   Q1 1,273,794 0.43 Add 2.68% 0.01 $26.73 $34,049,000 SEC
2015   Q4 1,240,509 0.40 Reduce 44.64% 0.42 $25.76 $31,956,000 SEC
2015   Q3 2,240,741 0.95 Add 0.09% <0.01 $31.98 $71,659,000 SEC
2015   Q2 2,238,789 1.22 Reduce 9.40% 0.12 $45.24 $101,283,000 SEC
2015   Q1 2,471,184 1.29 Reduce 13.25% 0.21 $42.26 $104,432,000 SEC
2014   Q4 2,848,565 1.57 Add 5.81% 0.09 $43.18 $123,001,000 SEC
2014   Q3 2,692,275 1.37 Add 49.58% 0.45 $35.72 $96,168,000 SEC
2014   Q2 1,799,902 1.03 Add 10.79% 0.10 $41.99 $75,578,000 SEC
2014   Q1 1,624,570 0.96 Reduce 2.74% 0.03 $43.55 $70,750,000 SEC
2013   Q4 1,670,286 1.23 Reduce 24.46% 0.44 $53.20 $88,859,000 SEC
2013   Q3 2,211,204 1.80 Reduce 29.32% 0.66 $49.13 $108,636,000 SEC
2013   Q2 3,128,374 2.24 Add 31.67% 0.54 $37.91 $118,597,000 SEC
2013   Q1 2,376,009 1.76 Add 8.92% 0.14 $37.41 $88,886,000 SEC
2012   Q4 2,181,334 1.75 Add 2.97% 0.05 $33.62 $73,336,000 SEC
2012   Q3 2,118,511 1.66 Add 2.77% 0.04 $31.50 $66,733,000 SEC
2012   Q2 2,061,346 1.78 Add 7.41% 0.12 $33.36 $68,767,000 SEC
2012   Q1 1,919,203 1.82 Add 1.48% 0.03 $39.34 $75,501,000 SEC
2011   Q4 1,891,258 1.45 Add 35.54% 0.38 $28.53 $53,958,000 SEC
2011   Q3 1,395,373 1.21 Add 2.99% 0.04 $27.57 $38,470,000 SEC
2011   Q2 1,354,863 1.29 Reduce 1.60% 0.03 $43.50 $58,936,000 SEC
2011   Q1 1,376,963 1.87 Reduce 8.99% 0.14 $52,600.00 $72,428,254,000 SEC
2010   Q4 1,513,023 1.57 Reduce 41.24% 0.98 $45,000.00 $68,086,035,000 SEC
2010   Q3 2,574,814 2.37 Add 17.16% 0.35 $36,820.00 $94,804,652,000 SEC
2010   Q2 2,197,747 1.33 Reduce 21.97% 0.43 $22,870.00 $50,262,474,000 SEC
2010   Q1 2,816,670 1.95 Reduce 12.07% 0.21 $31,090.00 $87,570,271,000 SEC
2009   Q4 3,203,483 1.71 Add 3.13% 0.05 $22,480.00 $72,014,297,000 SEC
2009   Q3 3,106,108 1.59 Reduce 14.04% 0.23 $17,229.95 $53,518,084,000 SEC
2009   Q2 3,613,373 1.62 Reduce 43.80% 0.93 $14,110.00 $50,984,693,000 SEC
2009   Q1 6,429,918 2.12 Add 2.24% 0.05 $9,000.00 $57,869,262,000 SEC
2008   Q4 6,289,188 1.80 Add 16.58% 0.26 $8,890.00 $55,910,882,000 SEC
2008   Q3 5,394,673 1.84 Reduce 25.25% 0.65 $20,060.00 $108,217,141,000 SEC
2008   Q2 7,217,433 2.56 Add 5.96% 0.14 $26,370.00 $190,323,708,000 SEC
2008   Q1 6,811,548 2.64 Add 97.25% 1.30 $28,910.00 $196,921,847,000 SEC
2007   Q4 3,453,328 1.49 Buy 1.49 $38,100.05 $131,571,960,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.98 SEC
2005   Q4 7,481,406 0.98 Reduce 19.79% 0.21 $18.36 $137,359,000 SEC
2005   Q3 9,327,105 1.05 Add 7.09% 0.07 $16.72 $155,949,000 SEC
2005   Q2 8,709,831 0.81 Add 0.50% <0.01 $13.70 $119,325,000 SEC
2005   Q1 8,666,301 1.00 Reduce 8.38% 0.09 $16.96 $146,981,000 SEC
2004   Q4 9,459,181 1.11 Reduce 0.97% 0.01 $18.16 $171,779,000 SEC
2004   Q3 9,552,303 1.10 Reduce 8.03% <0.01 $15.72 $150,162,000 SEC
2004   Q2 10,385,778 0.03 Reduce 0.23% <0.01 $15.96 $165,757,000 SEC
2004   Q1 10,409,208 1.03 Reduce 21.36% 0.32 $12.85 $133,758,000 SEC
2003   Q4 13,236,865 1.50 Reduce 0.47% <0.01 $13.66 $180,815,000 SEC
2003   Q3 13,299,455 1.46 Add 1.56% 0.02 $10.82 $143,900,000 SEC
2003   Q2 13,094,605 1.11 Add 0.08% <0.01 $7.44 $97,424,000 SEC
2003   Q1 13,084,630 0.03 Add 20.98% <0.01 $9.18 $120,116,000 SEC
2002   Q4 10,815,265 1.32 Add 13.75% 0.16 $9.00 $97,338,000 SEC
2002   Q3 9,507,750 0.01 Reduce 39.48% 0.67 $7.00 $66,554,000 SEC
2002   Q2 15,709,120 1.70 Add 58.71% 0.63 $14,250.00 $223,854,960,000 SEC
2002   Q1 9,897,990 0.86 Buy 0.86 $14,740.00 $145,896,372,000 SEC