High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1901
First Trust Advisors
1901
First Trust Advisors
Illinois
$161M -61% 4,446,772
1902
Jennison Associates
1902
Jennison Associates
New York
$161M -54% 347,386
1903
Mercer Global Advisors
1903
Mercer Global Advisors
Colorado
$161M Closed 393,701
1904
MBI
1904
Montrusco Bolton Investments
Quebec, Canada
$161M -67% 1,222,851
1905
Dimensional Fund Advisors
1905
Dimensional Fund Advisors
Texas
$161M Closed 3,275,884
1906
American Century Companies
1906
American Century Companies
Missouri
$161M -94% 664,719
1907
OAC
1907
OMERS Administration Corp
Ontario, Canada
$161M Closed 898,796
1908
SPC
1908
Slate Path Capital
New York
$161M Closed 9,498,980
1909
Morgan Stanley
1909
Morgan Stanley
New York
$161M -51% 1,317,742
1910
Swedbank
1910
Swedbank
Sweden
$161M Closed 2,198,197
1911
HL
1911
Harding Loevner
New Jersey
$161M -56% 165,582
1912
Morgan Stanley
1912
Morgan Stanley
New York
$161M -52% 604,848
1913
Swedbank
1913
Swedbank
Sweden
$161M Closed 834,462
1914
DekaBank Deutsche Girozentrale
1914
DekaBank Deutsche Girozentrale
Germany
$161M Closed 2,762,092
1915
ClearBridge Investments
1915
ClearBridge Investments
New York
$161M -65% 4,350,528
1916
Citadel Advisors
1916
Citadel Advisors
Florida
$161M -69% 1,860,853
1917
Vanguard Group
1917
Vanguard Group
Pennsylvania
$160M Closed 27,796,535
1918
Osaic Holdings
1918
Osaic Holdings
Arizona
$160M -69% 2,658,961
1919
SCM
1919
Steadfast Capital Management
New York
$160M Closed 1,227,000
1920
Arrowstreet Capital
1920
Arrowstreet Capital
Massachusetts
$160M -84% 709,767
1921
Two Sigma Advisers
1921
Two Sigma Advisers
New York
$160M -79% 3,529,100
1922
Marshall Wace
1922
Marshall Wace
United Kingdom
$160M -68% 911,554
1923
FCM
1923
Farallon Capital Management
California
$160M -62% 2,364,573
1924
MF
1924
Magnetar Financial
Illinois
$160M Closed 349,813
1925
Morgan Stanley
1925
Morgan Stanley
New York
$160M -56% 1,002,397