High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1976
Citadel Advisors
Citadel Advisors
Florida
$108M -93% 3,984,386
1977
Goldman Sachs
Goldman Sachs
New York
$108M -92% 1,029,112
1978
VWM
Venturi Wealth Management
Texas
$108M -97% 981,192
1979
DZ Bank
DZ Bank
Germany
$108M -75% 1,100,707
1980
EAM
Eagle Asset Management
Florida
$108M -88% 633,063
1981
Jane Street
Jane Street
New York
$108M -77% 286,444
1982
CC
Carlson Capital
Texas
$108M Closed 2,435,000
1983
PCM
Pentwater Capital Management
Florida
$108M Closed 401,388
1984
Citigroup
Citigroup
New York
$108M -52% 311,532
1985
Two Sigma Advisers
Two Sigma Advisers
New York
$108M -69% 806,047
1986
PP
Prudential plc
United Kingdom
$108M -88% 624,620
1987
SC
Sculptor Capital
New York
$108M Closed 380,221
1988
Jane Street
Jane Street
New York
$108M -93% 664,958
1989
JCM
Junto Capital Management
New York
$108M Closed 626,120
1990
Cohen & Steers
Cohen & Steers
New York
$108M Closed 1,634,046
1991
Citigroup
Citigroup
New York
$108M Closed 619,165
1992
Fidelity Investments
Fidelity Investments
Massachusetts
$107M -72% 780,436
1993
ROIC
Route One Investment Company
California
$107M -64% 3,870,000
1994
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$107M -51% 1,636,377
1995
DKCM
Davidson Kempner Capital Management
New York
$107M -83% 1,622,614
1996
SI
Scout Investments
Missouri
$107M -94% 3,045,855
1997
SI
Salesforce Inc
California
$107M Closed 438,082
1998
TCA
Taconic Capital Advisors
New York
$107M -98% 1,948,000
1999
Acadian Asset Management
Acadian Asset Management
Massachusetts
$107M -65% 561,645
2000
CBT
Capital Bank & Trust
California
$107M Closed 466,041