High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1926
Jane Street
1926
Jane Street
New York
$138M -95% 507,531
1927
LWM
1927
Liberty Wealth Management
California
$138M -97% 260,851
1928
SC
1928
Samlyn Capital
New York
$138M -77% 5,946,610
1929
MG
1929
Mather Group
Illinois
$138M -55% 2,276,263
1930
DSA
1930
Davis Selected Advisers
Arizona
$137M -80% 3,437,271
1931
BCPEMI
1931
Bain Capital Public Equity Management II
Massachusetts
$137M Closed 1,587,539
1932
GAM
1932
Groupama Asset Management
France
$137M Closed 678,088
1933
APG Asset Management
1933
APG Asset Management
Netherlands
$137M Closed 2,025,304
1934
Squarepoint
1934
Squarepoint
New York
$137M -55% 559,091
1935
TP
1935
Thunderbird Partners
United Kingdom
$137M -95% 3,404,108
1936
AAS
1936
Annex Advisory Services
Wisconsin
$137M -88% 233,947
1937
Jane Street
1937
Jane Street
New York
$137M -100% 1,868,811
1938
Charles Schwab
1938
Charles Schwab
California
$137M Closed 5,700,306
1939
Point72 Asset Management
1939
Point72 Asset Management
Connecticut
$137M Closed 960,854
1940
Marshall Wace
1940
Marshall Wace
United Kingdom
$137M -82% 1,003,019
1941
Pacer Advisors
1941
Pacer Advisors
Pennsylvania
$137M -99% 2,856,627
1942
MCMC
1942
Matrix Capital Management Company
New Hampshire
$137M Closed 748,821
1943
Voloridge Investment Management
1943
Voloridge Investment Management
Florida
$137M -77% 1,128,041
1944
Ninety One (UK)
1944
Ninety One (UK)
United Kingdom
$137M Closed 1,030,354
1945
Pictet Asset Management
1945
Pictet Asset Management
Switzerland
$137M -90% 714,114
1946
Capital Research Global Investors
1946
Capital Research Global Investors
California
$137M -60% 11,476,308
1947
AS
1947
Altshuler Shaham
Israel
$137M Closed 366,264
1948
SW
1948
Simplicity Wealth
New Jersey
$137M -91% 587,294
1949
Charles Schwab
1949
Charles Schwab
California
$137M Closed 2,554,799
1950
SFC
1950
Strategic Financial Concepts
Texas
$137M -98% 2,117,714