High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
JPMorgan Chase & Co
2001
JPMorgan Chase & Co
New York
$120M -82% 1,349,379
2002
OAG
2002
Orbis Allan Gray
Bermuda
$120M -56% 776,526
2003
Adage Capital Partners
2003
Adage Capital Partners
Massachusetts
$120M -73% 2,063,663
2004
AllianceBernstein
2004
AllianceBernstein
Tennessee
$120M -71% 1,302,972
2005
WAM
2005
Weiss Asset Management
Massachusetts
$120M -52% 252,571
2006
Janney Montgomery Scott
2006
Janney Montgomery Scott
Pennsylvania
$120M -96% 1,450,027
2007
ProShare Advisors
2007
ProShare Advisors
Maryland
$120M -99% 2,912,634
2008
CHP
2008
Castle Hook Partners
New York
$120M -79% 356,218
2009
Bessemer Group
2009
Bessemer Group
New Jersey
$120M -100% 450,274
2010
AI
2010
Advent International
Massachusetts
$120M Closed 1,003,698
2011
Renaissance Technologies
2011
Renaissance Technologies
New York
$120M Closed 396,400
2012
MAMU
2012
Marathon Asset Management (UK)
United Kingdom
$120M -54% 578,741
2013
LPU
2013
Lansdowne Partners (UK)
United Kingdom
$119M Closed 2,306,773
2014
D.E. Shaw & Co
2014
D.E. Shaw & Co
New York
$119M -72% 764,639
2015
OAG
2015
Orbis Allan Gray
Bermuda
$119M -50% 2,001,230
2016
AIM
2016
Alphinity Investment Management
Australia
$119M -92% 464,036
2017
Jane Street
2017
Jane Street
New York
$119M Closed 3,976,340
2018
MUMSS
2018
Mitsubishi UFJ Morgan Stanley Securities
Japan
$119M -99% 670,730
2019
CC
2019
Criteria Caixa
Spain
$119M -89% 4,966
2020
First Trust Advisors
2020
First Trust Advisors
Illinois
$119M -70% 581,755
2021
GCM
2021
Glendon Capital Management
California
$119M Closed 2,633,880
2022
CA
2022
CastleArk Alternatives
Illinois
$119M Closed 422,290
2023
Citadel Advisors
2023
Citadel Advisors
Florida
$119M -55% 406,984
2024
Fidelity Investments
2024
Fidelity Investments
Massachusetts
$119M -51% 400,812
2025
Wells Fargo
2025
Wells Fargo
California
$119M -73% 1,081,937