High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Two Sigma Investments
2001
Two Sigma Investments
New York
$145M -62% 1,309,155
2002
Citigroup
2002
Citigroup
New York
$145M -72% 3,045,722
2003
Assenagon Asset Management
2003
Assenagon Asset Management
Luxembourg
$145M -80% 506,371
2004
Two Sigma Investments
2004
Two Sigma Investments
New York
$145M -71% 4,449,523
2005
Marshall Wace
2005
Marshall Wace
United Kingdom
$145M Closed 769,207
2006
WP
2006
Woodline Partners
California
$145M Closed 1,070,201
2007
BlackRock
2007
BlackRock
New York
$145M -76% 636,256
2008
Holocene Advisors
2008
Holocene Advisors
New York
$145M Closed 2,013,567
2009
CVA
2009
Ceredex Value Advisors
Florida
$145M -82% 2,976,549
2010
HI
2010
Horizon Investments
North Carolina
$145M Closed 2,907,013
2011
Vanguard Group
2011
Vanguard Group
Pennsylvania
$144M -90% 3,681,163
2012
Assenagon Asset Management
2012
Assenagon Asset Management
Luxembourg
$144M -55% 283,052
2013
Adage Capital Partners
2013
Adage Capital Partners
Massachusetts
$144M -77% 1,456,156
2014
JPMorgan Chase & Co
2014
JPMorgan Chase & Co
New York
$144M -61% 2,199,675
2015
Fuller & Thaler Asset Management
2015
Fuller & Thaler Asset Management
California
$144M -55% 1,195,541
2016
Harris Associates
2016
Harris Associates
Illinois
$144M -69% 2,081,807
2017
OPFM
2017
Optimus Prime Fund Management
Cayman Islands
$144M Closed 428,500
2018
CP
2018
Castleview Partners
Texas
$144M -100% 839,424
2019
SOMRS
2019
State of Michigan Retirement System
Michigan
$144M -92% 1,094,822
2020
SCM
2020
Suvretta Capital Management
New York
$144M Closed 819,310
2021
JPG
2021
Jordan Park Group
California
$144M Closed 302,926
2022
GQG Partners
2022
GQG Partners
Florida
$144M -97% 941,143
2023
AM
2023
Atreides Management
Massachusetts
$144M Closed 3,429,612
2024
ACA
2024
Aptus Capital Advisors
Alabama
$144M Closed 5,715,149
2025
Wellington Management Group
2025
Wellington Management Group
Massachusetts
$144M -52% 756,439