High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$108M Closed 211,767
2002
Natixis Advisors
Natixis Advisors
Massachusetts
$108M -89% 1,013,586
2003
NCMU
NAYA Capital Management (UK)
United Kingdom
$108M -54% 506,654
2004
HHGA
Halbert Hargrove Global Advisors
California
$108M -100% 1,182,033
2005
HI
HBK Investments
Texas
$108M Closed 6,480,000
2006
Voloridge Investment Management
Voloridge Investment Management
Florida
$108M -82% 947,994
2007
FMI
Factory Mutual Insurance
Massachusetts
$108M -69% 2,721,800
2008
Jane Street
Jane Street
New York
$108M -79% 6,266,759
2009
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$108M Closed 1,069,984
2010
SFI
SPC Financial Inc
Maryland
$108M -94% 738,329
2011
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$108M -99% 1,943,748
2012
Millennium Management
Millennium Management
New York
$108M -66% 3,074,388
2013
MFG
Merit Financial Group
Georgia
$108M -69% 539,615
2014
Lazard Asset Management
Lazard Asset Management
New York
$108M -73% 1,441,695
2015
Viking Global Investors
Viking Global Investors
Connecticut
$108M Closed 768,839
2016
ZP
Zimmer Partners
New York
$108M -95% 714,300
2017
Boston Partners
Boston Partners
Massachusetts
$108M Closed 1,144,453
2018
PFO
Pathstone Family Office
New Jersey
$108M -50% 1,078,603
2019
Los Angeles Capital Management
Los Angeles Capital Management
California
$108M -76% 3,266,674
2020
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$108M Closed 3,390,181
2021
VMPIC
Varma Mutual Pension Insurance Co
Finland
$108M -50% 3,594,000
2022
Two Sigma Investments
Two Sigma Investments
New York
$108M Closed 294,302
2023
Invesco
Invesco
Georgia
$108M -53% 343,408
2024
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$108M -89% 4,869,975
2025
Macquarie Group
Macquarie Group
Australia
$108M -95% 1,504,453