High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1926
WA
WestEnd Advisors
North Carolina
$102M Closed 1,994,462
1927
First Eagle Investment Management
First Eagle Investment Management
New York
$102M -100% 1,915,460
1928
TCA
Tortoise Capital Advisors
Kansas
$102M -100% 3,999,599
1929
HSBC Holdings
HSBC Holdings
United Kingdom
$102M -82% 933,069
1930
Millennium Management
Millennium Management
New York
$102M -89% 2,765,419
1931
Capital World Investors
Capital World Investors
California
$102M -55% 4,850,214
1932
MG
Meritage Group
California
$102M Closed 532,621
1933
Bank of Montreal
Bank of Montreal
Ontario, Canada
$102M -64% 552,926
1934
SCM
Steadfast Capital Management
New York
$102M Closed 3,834,212
1935
AA
AQR Arbitrage
Connecticut
$102M Closed 1,051,611
1936
Artisan Partners
Artisan Partners
Wisconsin
$101M -59% 11,672,700
1937
CLM
ClearBridge LLC (Maryland)
Maryland
$101M Closed 3,803,778
1938
SGA
Sustainable Growth Advisers
Connecticut
$101M Closed 1,153,329
1939
HCM
Hoplite Capital Management
New York
$101M -66% 646,099
1940
ACPU
Arrowgrass Capital Partners (US)
Delaware
$101M Closed 3,679,178
1941
LPL Financial
LPL Financial
California
$101M -98% 1,005,306
1942
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$101M Closed 6,673,260
1943
Royal London Asset Management
Royal London Asset Management
United Kingdom
$101M -98% 1,203,639
1944
SCM
Shapiro Capital Management
Georgia
$101M Closed 2,448,641
1945
EM
Elliott Management
New York
$101M Closed 2,500,000
1946
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$101M -54% 1,614,530
1947
ZP
Zimmer Partners
New York
$101M -76% 1,261,600
1948
Wells Fargo
Wells Fargo
California
$101M -62% 1,503,109
1949
AllianceBernstein
AllianceBernstein
Tennessee
$101M -99% 5,172,252
1950
Point72 Asset Management
Point72 Asset Management
Connecticut
$101M -76% 1,362,507