High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
CAC
Cowen and Company
New York
$143M -99% 403,494
2002
AVM
Altos Ventures Management
California
$143M Closed 1,083,274
2003
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$143M -58% 1,075,951
2004
BlackRock
BlackRock
New York
$143M -76% 636,256
2005
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M -82% 974,877
2006
RA
Rovida Advisors
Florida
$143M Closed 425,458
2007
Invesco
Invesco
Georgia
$143M Closed 1,076,147
2008
Marshall Wace
Marshall Wace
United Kingdom
$143M -90% 1,900,263
2009
CCM
Causeway Capital Management
California
$143M Closed 1,284,148
2010
HCM
Howard Capital Management
Georgia
$143M Closed 1,515,069
2011
Fidelity Investments
Fidelity Investments
Massachusetts
$143M -65% 654,792
2012
Bank of Montreal
Bank of Montreal
Ontario, Canada
$143M Closed 652,482
2013
Boston Partners
Boston Partners
Massachusetts
$143M -93% 730,745
2014
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$142M -94% 1,304,745
2015
BAMCO Inc
BAMCO Inc
New York
$142M -98% 967,271
2016
ClearBridge Investments
ClearBridge Investments
New York
$142M -53% 2,770,316
2017
Allianz Asset Management
Allianz Asset Management
Germany
$142M Closed 460,462
2018
Rockefeller Capital Management
Rockefeller Capital Management
New York
$142M -87% 7,125,440
2019
Boston Partners
Boston Partners
Massachusetts
$142M -100% 3,708,048
2020
Barclays
Barclays
United Kingdom
$142M Closed 1,583,291
2021
CCA
Conestoga Capital Advisors
Pennsylvania
$142M Closed 2,190,473
2022
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$142M Closed 2,565,026
2023
Millennium Management
Millennium Management
New York
$142M -76% 1,066,085
2024
D.E. Shaw & Co
D.E. Shaw & Co
New York
$142M -77% 761,285
2025
First Trust Advisors
First Trust Advisors
Illinois
$142M -68% 755,186