High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
CG
Carmignac Gestion
France
$102M -56% 975,680
2002
Citadel Advisors
Citadel Advisors
Florida
$101M -95% 613,250
2003
CS
Credit Suisse
Switzerland
$101M -75% 3,612,801
2004
Balyasny Asset Management
Balyasny Asset Management
Illinois
$101M -68% 223,698
2005
Viking Global Investors
Viking Global Investors
Connecticut
$101M Closed 3,989,446
2006
Los Angeles Capital Management
Los Angeles Capital Management
California
$101M -99% 1,575,003
2007
Millennium Management
Millennium Management
New York
$101M -56% 2,198,754
2008
Two Sigma Investments
Two Sigma Investments
New York
$101M -76% 848,858
2009
SWG
Summit Wealth Group
Vermont
$101M -100% 217,888
2010
Chevy Chase Trust
Chevy Chase Trust
Maryland
$101M Closed 2,944,524
2011
SWG
Summit Wealth Group
Vermont
$101M -98% 2,009,181
2012
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$101M -74% 316,931
2013
BFA
Beaumont Financial Advisors
Massachusetts
$101M -78% 1,004,946
2014
Principal Financial Group
Principal Financial Group
Iowa
$101M -96% 1,584,460
2015
Millennium Management
Millennium Management
New York
$101M -72% 127,396
2016
VanEck Associates
VanEck Associates
New York
$101M -98% 484,942
2017
1832 Asset Management
1832 Asset Management
Ontario, Canada
$101M -97% 205,611
2018
Vanguard Group
Vanguard Group
Pennsylvania
$101M Closed 4,178,440
2019
WP
Woodline Partners
California
$101M -92% 648,536
2020
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$101M Closed 2,560,806
2021
Principal Financial Group
Principal Financial Group
Iowa
$101M -98% 487,461
2022
JP Morgan Chase
JP Morgan Chase
New York
$101M -50% 496,718
2023
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$100M -94% 922,757
2024
Capital World Investors
Capital World Investors
California
$100M -50% 2,937,997
2025
D.E. Shaw & Co
D.E. Shaw & Co
New York
$100M -52% 867,688