High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
CBT
Capital Bank & Trust
California
$107M Closed 466,041
2002
Two Sigma Advisers
Two Sigma Advisers
New York
$107M Closed 1,353,700
2003
Citigroup
Citigroup
New York
$107M -76% 2,199,408
2004
MWNA
Marshall Wace North America
New York
$107M -92% 904,784
2005
TIAM
TT International Asset Management
United Kingdom
$107M Closed 596,447
2006
CBT
Capital Bank & Trust
California
$107M Closed 306,949
2007
SC
Sculptor Capital
New York
$107M Closed 580,776
2008
BAMCO Inc
BAMCO Inc
New York
$107M Closed 2,666,218
2009
Ameriprise
Ameriprise
Minnesota
$107M -75% 1,677,988
2010
WRCM
Whale Rock Capital Management
Massachusetts
$107M Closed 5,233,418
2011
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$107M -94% 257,483
2012
SAM
Scopus Asset Management
New York
$107M Closed 700,000
2013
Boston Partners
Boston Partners
Massachusetts
$107M -61% 1,377,038
2014
Adage Capital Partners
Adage Capital Partners
Massachusetts
$107M -92% 1,201,026
2015
Millennium Management
Millennium Management
New York
$106M -76% 1,487,293
2016
FCM
Farallon Capital Management
California
$106M -73% 661,282
2017
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$106M -91% 510,850
2018
SCM
SCS Capital Management
Massachusetts
$106M -60% 4,810,345
2019
HM
HealthCor Management
New York
$106M Closed 190,380
2020
Fidelity International
Fidelity International
Bermuda
$106M -73% 725,434
2021
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$106M -96% 2,430,931
2022
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M -79% 1,779,860
2023
WFS
Weitzel Financial Services
Iowa
$106M -97% 2,857,609
2024
Allianz Asset Management
Allianz Asset Management
Germany
$106M -56% 4,346,120
2025
Bessemer Group
Bessemer Group
New Jersey
$106M -86% 794,773