High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1951
Boston Partners
Boston Partners
Massachusetts
$114M -92% 1,003,623
1952
Artisan Partners
Artisan Partners
Wisconsin
$114M -59% 330,844
1953
SCP
Soroban Capital Partners
New York
$114M Closed 1,125,221
1954
BGIM
Brandywine Global Investment Management
Pennsylvania
$114M -95% 468,967
1955
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$114M Closed 1,846,512
1956
Citadel Advisors
Citadel Advisors
Florida
$114M -94% 2,499,340
1957
Bank of America
Bank of America
North Carolina
$114M -78% 2,265,065
1958
FAM
Fred Alger Management
New York
$114M -90% 1,691,460
1959
D.E. Shaw & Co
D.E. Shaw & Co
New York
$114M -81% 1,473,472
1960
LCM
Laurion Capital Management
New York
$114M Closed 2,698,870
1961
FCIM
Fairview Capital Investment Management
California
$114M Closed 3,314,385
1962
JP Morgan Chase
JP Morgan Chase
New York
$114M -62% 449,027
1963
CC
Carlson Capital
Texas
$114M Closed 946,486
1964
PP
Prudential plc
United Kingdom
$114M -72% 730,075
1965
EAM
Eagle Asset Management
Florida
$114M -56% 483,231
1966
Capital International Investors
Capital International Investors
California
$114M -57% 2,158,460
1967
Bank of New York Mellon
Bank of New York Mellon
New York
$114M -52% 2,306,167
1968
NAMA
Nikko Asset Management Americas
New York
$113M Closed 1,686,586
1969
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$113M Closed 1,686,586
1970
Goldman Sachs
Goldman Sachs
New York
$113M Closed 1,300,410
1971
MIM
Morningstar Investment Management
Illinois
$113M Closed 3,588,155
1972
Citadel Advisors
Citadel Advisors
Florida
$113M -71% 661,486
1973
CG
Carmignac Gestion
France
$113M Closed 1,466,754
1974
Marshall Wace
Marshall Wace
United Kingdom
$113M -87% 556,046
1975
Citadel Advisors
Citadel Advisors
Florida
$113M -84% 2,428,204