High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1951
Charles Schwab
Charles Schwab
California
$137M Closed 2,554,799
1952
SFC
Strategic Financial Concepts
Texas
$137M -98% 2,117,714
1953
A
AustralianSuper
Australia
$137M -98% 259,049
1954
APG Asset Management
APG Asset Management
Netherlands
$137M -91% 339,405
1955
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$137M -51% 839,176
1956
JP Morgan Chase
JP Morgan Chase
New York
$137M -60% 2,214,371
1957
PCM
Penserra Capital Management
California
$137M -100% 425,146
1958
ACM
Altimeter Capital Management
Massachusetts
$136M Closed 2,025,300
1959
Boston Partners
Boston Partners
Massachusetts
$136M -78% 4,345,859
1960
APG Asset Management
APG Asset Management
Netherlands
$136M -94% 2,078,585
1961
Northern Trust
Northern Trust
Illinois
$136M -53% 3,275,150
1962
FPA
First Pacific Advisors
California
$136M Closed 3,557,667
1963
SWM
Scissortail Wealth Management
Oklahoma
$136M -99% 4,039
1964
BG
Baupost Group
Massachusetts
$136M Closed 1,274,248
1965
Invesco
Invesco
Georgia
$136M -88% 2,448,392
1966
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$136M Closed 575,623
1967
Two Sigma Advisers
Two Sigma Advisers
New York
$136M -51% 1,490,900
1968
YCM
Yiheng Capital Management
California
$136M -69% 3,390,305
1969
Wellington Management Group
Wellington Management Group
Massachusetts
$136M -97% 517,148
1970
SFC
Strategic Financial Concepts
Texas
$135M -100% 231,582
1971
Wellington Management Group
Wellington Management Group
Massachusetts
$135M -63% 852,483
1972
Invesco
Invesco
Georgia
$135M -53% 3,453,440
1973
Marshall Wace
Marshall Wace
United Kingdom
$135M -79% 6,128,123
1974
Truist Financial
Truist Financial
North Carolina
$135M -63% 705,775
1975
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$135M -56% 1,675,955