High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
76
Invesco
Invesco
Georgia
$1.49B -98% 5,852,051
77
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.48B -56% 2,010,088
78
Corient Private Wealth
Corient Private Wealth
Florida
$1.46B -98% 32,174,371
79
Franklin Resources
Franklin Resources
California
$1.44B -96% 46,332,826
80
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.43B -74% 12,579,445
81
RP
Regeneron Pharmaceuticals
New York
$1.39B -69% 3,052,142
82
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B -66% 7,812,726
83
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.39B -98% 31,007,741
84
GQG Partners
GQG Partners
Florida
$1.38B Closed 4,692,192
85
State Street
State Street
Massachusetts
$1.38B Closed 3,935,691
86
Wellington Management Group
Wellington Management Group
Massachusetts
$1.37B -62% 14,014,797
87
Capital International Investors
Capital International Investors
California
$1.37B -69% 42,095,190
88
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B -75% 6,984,460
89
AWM
Accredited Wealth Management
Kentucky
$1.37B -100% 12,784
90
Renaissance Technologies
Renaissance Technologies
New York
$1.36B -83% 9,513,384
91
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.35B Closed 9,763,746
92
JP Morgan Chase
JP Morgan Chase
New York
$1.33B -66% 14,593,475
93
SC
Soundwatch Capital
Connecticut
$1.33B -99% 2,174,485
94
SCM
Shaolin Capital Management
Florida
$1.33B -100% 22,197,359
95
Axa
Axa
France
$1.32B -99% 6,020,396
96
Capital International Investors
Capital International Investors
California
$1.29B -72% 2,288,699
97
NB
NBT Bank
New York
$1.29B -99% 97,736
98
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27B -92% 33,525,230
99
GFA
Gallagher Fiduciary Advisors
Illinois
$1.26B -99% 12,800,498
100
JP Morgan Chase
JP Morgan Chase
New York
$1.26B -63% 35,423,958