High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Man Group
Man Group
United Kingdom
$112M Closed 837,181
2002
Holocene Advisors
Holocene Advisors
New York
$112M -94% 2,330,270
2003
AWA
Aaron Wealth Advisors
Illinois
$112M -100% 615,300
2004
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$112M -85% 3,451,918
2005
SGDR
SPX Gestao de Recursos
Brazil
$111M Closed 1,140,000
2006
TF
TIAA FSB
Florida
$111M -63% 3,748,303
2007
Fidelity Investments
Fidelity Investments
Massachusetts
$111M -53% 1,946,648
2008
WRCM
Whale Rock Capital Management
Massachusetts
$111M -67% 1,169,246
2009
MSL
Mackay Shields LLC
New York
$111M Closed 797,300
2010
SCA
Southpoint Capital Advisors
New York
$111M -50% 404,974
2011
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -97% 639,003
2012
Bank of America
Bank of America
North Carolina
$111M -82% 1,895,605
2013
Bank of America
Bank of America
North Carolina
$111M -79% 1,571,491
2014
HI
Horizon Investments
North Carolina
$111M -63% 1,580,048
2015
AC
AKO Capital
United Kingdom
$111M -55% 2,662,047
2016
Artisan Partners
Artisan Partners
Wisconsin
$111M Closed 1,042,816
2017
FAM
Fred Alger Management
New York
$111M -64% 2,702,688
2018
Jennison Associates
Jennison Associates
New York
$111M -75% 2,885,389
2019
Deutsche Bank
Deutsche Bank
Germany
$111M -80% 3,928,766
2020
Prudential Financial
Prudential Financial
New Jersey
$111M -98% 4,386,855
2021
Allspring Global Investments
Allspring Global Investments
North Carolina
$111M -88% 940,957
2022
Millennium Management
Millennium Management
New York
$111M -70% 3,094,437
2023
UBS AM
UBS AM
Illinois
$111M Closed 2,940,153
2024
Calamos Advisors
Calamos Advisors
Illinois
$111M Closed 1,067,690
2025
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$111M Closed 2,800,204