Ariel Investments’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-33,870
| Closed | -$6.1M | – | 175 |
|
|
2017
Q3 | $6.1M | Buy |
33,870
+1,030
| +3% | +$186K | 0.07% | 138 |
|
|
2017
Q2 | $5.46M | Buy |
32,840
+9,423
| +40% | +$1.57M | 0.06% | 144 |
|
|
2017
Q1 | $3.86M | Hold |
23,417
| – | – | 0.05% | 154 |
|
|
2016
Q4 | $3.83M | Buy |
+23,417
| New | +$3.83M | 0.05% | 162 |
|