High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
626
SW
SVB Wealth
Massachusetts
$247M +757% 555,852
627
Lido Advisors
Lido Advisors
California
$247M +1,062% 11,548,138
628
CIAS
CFS Investment Advisory Services
New Jersey
$247M +12,396% 1,909,926
629
JP Morgan Chase
JP Morgan Chase
New York
$246M +145% 2,027,899
630
Ameriprise
Ameriprise
Minnesota
$246M +435% 2,693,732
631
State Street
State Street
Massachusetts
$246M +318% 4,959,089
632
Allianz Asset Management
Allianz Asset Management
Germany
$246M +276% 2,028,852
633
AIM
ARK Investment Management
Florida
$245M +201% 4,068,653
634
GIM
Generation Investment Management
United Kingdom
$245M +172% 1,139,993
635
Bank of America
Bank of America
North Carolina
$245M +106% 2,459,182
636
Marshall Wace
Marshall Wace
United Kingdom
$245M +479% 2,595,828
637
Goldman Sachs
Goldman Sachs
New York
$244M +166% 8,168,125
638
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$244M +155% 1,578,620
639
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$244M +247% 2,883,806
640
Fidelity Investments
Fidelity Investments
Massachusetts
$243M +216% 12,219,854
641
Boston Partners
Boston Partners
Massachusetts
$243M +17,268% 1,862,359
642
FIS
Fundsmith Investment Services
Mauritius
$242M +4,671% 2,562,025
643
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$241M +107% 2,027,521
644
AWA
Aaron Wealth Advisors
Illinois
$241M +30,460% 887,923
645
Brown Advisory
Brown Advisory
Maryland
$241M +4,165% 495,795
646
Citigroup
Citigroup
New York
$241M +91,498% 4,111,926
647
Fidelity Investments
Fidelity Investments
Massachusetts
$240M +196% 5,438,020
648
AWA
Aaron Wealth Advisors
Illinois
$240M +25,355% 693,208
649
Capital International Investors
Capital International Investors
California
$240M +101% 1,979,650
650
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$239M +206% 2,005,524