High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
2001
Morgan Stanley
Morgan Stanley
New York
$109M +123% 523,898
2002
Holocene Advisors
Holocene Advisors
New York
$109M +5,281% 919,250
2003
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$109M +113% 563,526
2004
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$109M +124% 897,853
2005
RCMU
Rokos Capital Management (UK)
United Kingdom
$109M +280% 3,360,144
2006
Point72 Asset Management
Point72 Asset Management
Connecticut
$109M +414% 1,770,683
2007
Capital Research Global Investors
Capital Research Global Investors
California
$109M +250% 3,119,281
2008
Barclays
Barclays
United Kingdom
$109M +109% 3,188,228
2009
OWM
Orgel Wealth Management
Wisconsin
$109M +2,823% 1,045,136
2010
Morgan Stanley
Morgan Stanley
New York
$109M +152% 4,574,845
2011
Fidelity International
Fidelity International
Bermuda
$109M +382% 592,148
2012
Pacer Advisors
Pacer Advisors
Pennsylvania
$109M +6,117% 819,201
2013
American Century Companies
American Century Companies
Missouri
$109M +227% 643,242
2014
WP
Woodline Partners
California
$108M +1,445% 842,827
2015
Goldman Sachs
Goldman Sachs
New York
$108M +308% 2,187,872
2016
Morgan Stanley
Morgan Stanley
New York
$108M +110% 930,055
2017
Morgan Stanley
Morgan Stanley
New York
$108M +158% 3,626,344
2018
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$108M +649% 1,076,704
2019
Citadel Advisors
Citadel Advisors
Florida
$108M +6,428% 1,554,223
2020
ECU
Egerton Capital (UK)
United Kingdom
$108M +104% 662,464
2021
MAWA
Moss Adams Wealth Advisors
Washington
$108M +40,574% 488,915
2022
Millennium Management
Millennium Management
New York
$108M +156% 1,131,478
2023
Morgan Stanley
Morgan Stanley
New York
$108M +116% 1,763,479
2024
JP Morgan Chase
JP Morgan Chase
New York
$108M +140% 3,520,436
2025
CCWM
Cassaday & Co Wealth Management
Virginia
$107M +16,250% 1,902,071