High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$148M -94% 4,703,752
2002
Invesco
Invesco
Georgia
$148M -72% 3,354,839
2003
DC
Davenport & Co
Virginia
$148M -61% 524,643
2004
VM
Valor Management
Illinois
$147M -81% 5,349,829
2005
Macquarie Group
Macquarie Group
Australia
$147M -56% 259,745
2006
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$147M Closed 11,415,374
2007
MYIA
Mount Yale Investment Advisors
Colorado
$147M -83% 578,042
2008
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$147M -80% 3,270,988
2009
Balyasny Asset Management
Balyasny Asset Management
Illinois
$147M -84% 4,350,367
2010
HCM
Hamlin Capital Management
New York
$147M Closed 4,448,801
2011
AI
Advent International
Massachusetts
$147M -64% 9,400,000
2012
Adage Capital Partners
Adage Capital Partners
Massachusetts
$147M -61% 2,174,388
2013
Artisan Partners
Artisan Partners
Wisconsin
$147M -75% 1,353,406
2014
Franklin Resources
Franklin Resources
California
$147M -74% 1,964,155
2015
Two Sigma Advisers
Two Sigma Advisers
New York
$147M Closed 1,139,500
2016
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$147M -88% 490,024
2017
PWM
Puff Wealth Management
New Jersey
$147M -100% 258,272
2018
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$147M -65% 1,659,015
2019
SCA
Southpoint Capital Advisors
New York
$147M Closed 600,000
2020
Balyasny Asset Management
Balyasny Asset Management
Illinois
$147M -71% 3,624,442
2021
BPC
Banque Pictet & Cie
Switzerland
$147M -82% 1,043,633
2022
Goldman Sachs
Goldman Sachs
New York
$147M -51% 917,700
2023
Principal Financial Group
Principal Financial Group
Iowa
$146M -64% 608,426
2024
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$146M -79% 620,945
2025
MMA
Mizuho Markets Americas
New York
$146M Closed 583,569