High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1976
GLA
Great Lakes Advisors
Illinois
$103M -92% 963,548
1977
AIM
Artemis Investment Management
United Kingdom
$103M -56% 2,551,295
1978
MC
Maplelane Capital
New York
$103M -71% 416,000
1979
Fisher Asset Management
Fisher Asset Management
Washington
$103M -74% 219,001
1980
Capital World Investors
Capital World Investors
California
$103M -68% 516,073
1981
VOYA Investment Management
VOYA Investment Management
Georgia
$103M -77% 516,279
1982
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$102M -94% 2,079,608
1983
Point72 Asset Management
Point72 Asset Management
Connecticut
$102M Closed 310,322
1984
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$102M -68% 869,458
1985
AIP
Atlas Infrastructure Partners
United Kingdom
$102M Closed 1,589,714
1986
RG
Redmile Group
California
$102M Closed 4,205,206
1987
MNG
Manning & Napier Group
New York
$102M -58% 944,327
1988
WEG
World Equity Group
Illinois
$102M -99% 253,653
1989
SWG
Summit Wealth Group
Vermont
$102M -100% 345,885
1990
PP
Prudential plc
United Kingdom
$102M -60% 984,854
1991
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$102M Closed 2,000,713
1992
SWG
Summit Wealth Group
Vermont
$102M -99% 2,206,634
1993
N
Nuveen
North Carolina
$102M -53% 1,233,246
1994
UBS Group
UBS Group
Switzerland
$102M -63% 1,212,911
1995
Wellington Management Group
Wellington Management Group
Massachusetts
$102M -54% 4,420,231
1996
HI
Horizon Investments
North Carolina
$102M -97% 1,110,942
1997
Holocene Advisors
Holocene Advisors
New York
$102M Closed 5,793,594
1998
PF
Phoenix Financial
Israel
$102M Closed 1,464,145
1999
Franklin Resources
Franklin Resources
California
$102M Closed 2,030,263
2000
Capital Research Global Investors
Capital Research Global Investors
California
$102M -95% 2,386,584