High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1976
Neuberger Berman Group
Neuberger Berman Group
New York
$113M Closed 1,187,334
1977
Invesco
Invesco
Georgia
$113M -50% 2,676,127
1978
Two Sigma Investments
Two Sigma Investments
New York
$113M -77% 1,253,763
1979
Millennium Management
Millennium Management
New York
$112M -74% 1,679,226
1980
Wolverine Trading
Wolverine Trading
Illinois
$112M -89% 671,666
1981
LCS
Levin Capital Strategies
New York
$112M -57% 19,982,208
1982
CS
Credit Suisse
Switzerland
$112M Closed 552,685
1983
Morgan Stanley
Morgan Stanley
New York
$112M -97% 2,809,601
1984
Morgan Stanley
Morgan Stanley
New York
$112M Closed 797,953
1985
RP
Riverbridge Partners
Minnesota
$112M -99% 874,934
1986
AssetMark Inc
AssetMark Inc
California
$112M -100% 900,336
1987
Victory Capital Management
Victory Capital Management
Texas
$112M -100% 2,397,237
1988
1832 Asset Management
1832 Asset Management
Ontario, Canada
$112M -57% 1,345,020
1989
Citadel Advisors
Citadel Advisors
Florida
$112M -68% 2,515,245
1990
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$112M -52% 3,237,121
1991
PC
Polar Capital
United Kingdom
$112M -83% 1,582,330
1992
HIM
Hillhouse Investment Management
Cayman Islands
$112M Closed 1,430,949
1993
Janus Henderson Group
Janus Henderson Group
United Kingdom
$112M Closed 794,866
1994
Invesco
Invesco
Georgia
$112M Closed 694,253
1995
Morgan Stanley
Morgan Stanley
New York
$112M -70% 5,718,627
1996
CHP
Castle Hook Partners
New York
$111M Closed 741,453
1997
Artisan Partners
Artisan Partners
Wisconsin
$111M Closed 1,001,888
1998
Neuberger Berman Group
Neuberger Berman Group
New York
$111M -58% 3,142,234
1999
CAM
Close Asset Management
United Kingdom
$111M -100% 1,039,401
2000
State Street
State Street
Massachusetts
$111M -100% 1,571,021