High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
1976
SAM
Synergy Asset Management
Washington
$114M +195% 1,241,735
1977
PL
Perpetual Ltd
Australia
$114M +6,285% 504,199
1978
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$114M +217% 927,530
1979
CF
Cantor Fitzgerald
New York
$114M +19,341% 375,608
1980
Truist Financial
Truist Financial
North Carolina
$114M +246% 2,685,290
1981
Ameriprise
Ameriprise
Minnesota
$113M +102% 2,270,039
1982
Voloridge Investment Management
Voloridge Investment Management
Florida
$113M +114% 1,646,976
1983
Millennium Management
Millennium Management
New York
$113M +1,497% 2,514,184
1984
Morgan Stanley
Morgan Stanley
New York
$113M +218% 716,159
1985
Bank of Montreal
Bank of Montreal
Ontario, Canada
$113M +326% 245,670
1986
Osaic Holdings
Osaic Holdings
Arizona
$113M +466% 1,652,986
1987
DSCM
Divisadero Street Capital Management
Florida
$113M +4,496% 9,618,577
1988
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$113M +127% 890,040
1989
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$113M +346% 1,588,100
1990
CHP
Castle Hook Partners
New York
$113M +157% 1,459,276
1991
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$113M +443% 883,757
1992
Jane Street
Jane Street
New York
$113M +3,559% 229,279
1993
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$113M +862% 1,126,363
1994
Two Sigma Investments
Two Sigma Investments
New York
$113M +240% 5,889,542
1995
Wellington Management Group
Wellington Management Group
Massachusetts
$113M +142% 2,547,029
1996
Macquarie Group
Macquarie Group
Australia
$113M +272% 1,028,175
1997
Neuberger Berman Group
Neuberger Berman Group
New York
$113M +110% 1,369,306
1998
1832 Asset Management
1832 Asset Management
Ontario, Canada
$113M +412% 247,950
1999
Citadel Advisors
Citadel Advisors
Florida
$113M +278% 786,162
2000
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$113M +129% 1,215,780