High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1951
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$108M -91% 1,194,962
1952
State Street
State Street
Massachusetts
$108M Closed 3,368,714
1953
JMPWA
JP Morgan Private Wealth Advisors
California
$108M Closed 486,080
1954
Goldman Sachs
Goldman Sachs
New York
$108M -52% 1,430,579
1955
Point72 Asset Management
Point72 Asset Management
Connecticut
$108M -87% 521,260
1956
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$108M -92% 974,627
1957
PI
Parkside Investments
Illinois
$108M -90% 222,050
1958
Balyasny Asset Management
Balyasny Asset Management
Illinois
$108M Closed 930,319
1959
NYLIM
New York Life Investment Management
New York
$108M Closed 1,417,067
1960
Deutsche Bank
Deutsche Bank
Germany
$108M -64% 277,059
1961
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$108M -95% 1,597,780
1962
Victory Capital Management
Victory Capital Management
Texas
$108M Closed 3,602,715
1963
Citadel Advisors
Citadel Advisors
Florida
$108M -100% 583,162
1964
Renaissance Technologies
Renaissance Technologies
New York
$108M Closed 2,489,125
1965
EAM
Eagle Asset Management
Florida
$108M Closed 70,431
1966
Capital Research Global Investors
Capital Research Global Investors
California
$108M Closed 6,609,811
1967
EWA
EP Wealth Advisors
California
$108M -98% 325,181
1968
AIM
Artemis Investment Management
United Kingdom
$108M -77% 1,122,202
1969
GF
Gabelli Funds
New York
$108M -75% 1,906,563
1970
Holocene Advisors
Holocene Advisors
New York
$108M Closed 783,897
1971
Balyasny Asset Management
Balyasny Asset Management
Illinois
$108M -68% 223,698
1972
HF
HRT Financial
New York
$107M -89% 916,055
1973
WBC
Westpac Banking Corp
Australia
$107M -79% 2,539,060
1974
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$107M -99% 1,479,015
1975
Baird Financial Group
Baird Financial Group
Wisconsin
$107M -91% 1,830,855