High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1976
Capital International Investors
Capital International Investors
California
$107M Closed 4,944,111
1977
JMPWA
JP Morgan Private Wealth Advisors
California
$107M Closed 6,132,797
1978
Millennium Management
Millennium Management
New York
$107M -79% 5,623,870
1979
SWG
Summit Wealth Group
Vermont
$107M -100% 345,885
1980
CIP
Champlain Investment Partners
Vermont
$107M Closed 907,538
1981
M1FG
Mach-1 Financial Group
Arkansas
$107M Closed 2,184
1982
EWA
EP Wealth Advisors
California
$107M -96% 204,740
1983
MNG
Manning & Napier Group
New York
$107M -100% 1,270,346
1984
Point72 Asset Management
Point72 Asset Management
Connecticut
$107M Closed 1,028,373
1985
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M -89% 1,889,227
1986
MMH
Menora Mivtachim Holdings
Israel
$107M Closed 1,981,308
1987
Citadel Advisors
Citadel Advisors
Florida
$107M -75% 6,316,855
1988
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$107M -81% 250,012
1989
PCM
Penserra Capital Management
California
$107M -100% 654,627
1990
APG Asset Management
APG Asset Management
Netherlands
$107M -99% 812,193
1991
MNG
Manning & Napier Group
New York
$107M -58% 944,327
1992
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$107M Closed 2,467,654
1993
UBS Group
UBS Group
Switzerland
$107M -51% 4,309,961
1994
MMH
Menora Mivtachim Holdings
Israel
$107M -99% 2,085,900
1995
VanEck Associates
VanEck Associates
New York
$107M -98% 484,942
1996
D.E. Shaw & Co
D.E. Shaw & Co
New York
$107M -79% 806,826
1997
Envestnet Asset Management
Envestnet Asset Management
Illinois
$107M -90% 482,990
1998
Lazard Asset Management
Lazard Asset Management
New York
$107M Closed 3,107,826
1999
CM
Conifer Management
New York
$107M Closed 1,200,000
2000
AAM
Alpine Associates Management
Florida
$107M Closed 2,753,500