High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1951
A
1951
AustralianSuper
Australia
$137M -98% 259,049
1952
APG Asset Management
1952
APG Asset Management
Netherlands
$137M -91% 339,405
1953
Qube Research & Technologies (QRT)
1953
Qube Research & Technologies (QRT)
United Kingdom
$137M -51% 839,176
1954
JPMorgan Chase & Co
1954
JPMorgan Chase & Co
New York
$137M -60% 2,214,371
1955
PCM
1955
Penserra Capital Management
California
$137M -100% 425,146
1956
ACM
1956
Altimeter Capital Management
Massachusetts
$136M Closed 2,025,300
1957
Boston Partners
1957
Boston Partners
Massachusetts
$136M -78% 4,345,859
1958
APG Asset Management
1958
APG Asset Management
Netherlands
$136M -94% 2,078,585
1959
Northern Trust
1959
Northern Trust
Illinois
$136M -53% 3,275,150
1960
FPA
1960
First Pacific Advisors
California
$136M Closed 3,557,667
1961
SWM
1961
Scissortail Wealth Management
Oklahoma
$136M -99% 4,039
1962
BG
1962
Baupost Group
Massachusetts
$136M Closed 1,274,248
1963
Invesco
1963
Invesco
Georgia
$136M -88% 2,448,392
1964
Lord, Abbett & Co
1964
Lord, Abbett & Co
New Jersey
$136M Closed 575,623
1965
Two Sigma Advisers
1965
Two Sigma Advisers
New York
$136M -51% 1,490,900
1966
YCM
1966
Yiheng Capital Management
California
$136M -69% 3,390,305
1967
Wellington Management Group
1967
Wellington Management Group
Massachusetts
$136M -97% 517,148
1968
SFC
1968
Strategic Financial Concepts
Texas
$135M -100% 231,582
1969
Wellington Management Group
1969
Wellington Management Group
Massachusetts
$135M -63% 852,483
1970
Invesco
1970
Invesco
Georgia
$135M -53% 3,453,440
1971
Marshall Wace
1971
Marshall Wace
United Kingdom
$135M -79% 6,128,123
1972
Truist Financial
1972
Truist Financial
North Carolina
$135M -63% 705,775
1973
Qube Research & Technologies (QRT)
1973
Qube Research & Technologies (QRT)
United Kingdom
$135M -56% 1,675,955
1974
SFC
1974
Strategic Financial Concepts
Texas
$135M -100% 237,240
1975
SC
1975
Samlyn Capital
New York
$135M Closed 1,854,744