High Conviction Fund Sells

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