High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Two Sigma Advisers
Two Sigma Advisers
New York
$107M Closed 1,353,700
2002
Citigroup
Citigroup
New York
$107M -76% 2,199,408
2003
MWNA
Marshall Wace North America
New York
$107M -92% 904,784
2004
TIAM
TT International Asset Management
United Kingdom
$107M Closed 596,447
2005
CBT
Capital Bank & Trust
California
$107M Closed 306,949
2006
SC
Sculptor Capital
New York
$107M Closed 580,776
2007
BAMCO Inc
BAMCO Inc
New York
$107M Closed 2,666,218
2008
Ameriprise
Ameriprise
Minnesota
$107M -75% 1,677,988
2009
WRCM
Whale Rock Capital Management
Massachusetts
$107M Closed 5,233,418
2010
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$107M -94% 257,483
2011
SAM
Scopus Asset Management
New York
$107M Closed 700,000
2012
Boston Partners
Boston Partners
Massachusetts
$107M -61% 1,377,038
2013
Adage Capital Partners
Adage Capital Partners
Massachusetts
$107M -92% 1,201,026
2014
Millennium Management
Millennium Management
New York
$106M -76% 1,487,293
2015
FCM
Farallon Capital Management
California
$106M -73% 661,282
2016
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$106M -91% 510,850
2017
SCM
SCS Capital Management
Massachusetts
$106M -60% 4,810,345
2018
HM
HealthCor Management
New York
$106M Closed 190,380
2019
Fidelity International
Fidelity International
Bermuda
$106M -73% 725,434
2020
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$106M -96% 2,430,931
2021
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M -79% 1,779,860
2022
WFS
Weitzel Financial Services
Iowa
$106M -97% 2,857,609
2023
Allianz Asset Management
Allianz Asset Management
Germany
$106M -56% 4,346,120
2024
Bessemer Group
Bessemer Group
New Jersey
$106M -86% 794,773
2025
Principal Financial Group
Principal Financial Group
Iowa
$106M -54% 1,090,821