High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
William Blair Investment Management
William Blair Investment Management
Illinois
$101M Closed 440,522
2002
Point72 Asset Management
Point72 Asset Management
Connecticut
$101M Closed 462,378
2003
LC
L1 Capital
Australia
$101M Closed 1,165,712
2004
SC
SRB Corp
Massachusetts
$101M Closed 963,433
2005
FAM
Fred Alger Management
New York
$101M -94% 2,962,696
2006
Franklin Resources
Franklin Resources
California
$101M -82% 5,841,388
2007
LC
L1 Capital
Australia
$101M Closed 3,689,988
2008
TAL
TIG Advisors LLC
New York
$101M Closed 4,462,862
2009
SW
SVB Wealth
Massachusetts
$101M -54% 915,331
2010
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$101M -60% 3,009,866
2011
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$101M -98% 3,097,003
2012
Invesco
Invesco
Georgia
$101M Closed 474,948
2013
OAC
OMERS Administration Corp
Ontario, Canada
$101M Closed 2,270,809
2014
CC
Carlson Capital
Texas
$101M Closed 1,075,000
2015
Osaic Holdings
Osaic Holdings
Arizona
$101M -55% 962,209
2016
Two Sigma Investments
Two Sigma Investments
New York
$101M Closed 1,031,965
2017
DKCM
Davidson Kempner Capital Management
New York
$101M Closed 4,441,260
2018
Neuberger Berman Group
Neuberger Berman Group
New York
$101M -65% 1,849,067
2019
Jane Street
Jane Street
New York
$100M Closed 1,322,392
2020
Artisan Partners
Artisan Partners
Wisconsin
$100M Closed 2,528,185
2021
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$100M -100% 1,912,276
2022
Neuberger Berman Group
Neuberger Berman Group
New York
$100M -96% 2,243,733
2023
SI
Standard Investments
New York
$100M Closed 1,235,334
2024
Victory Capital Management
Victory Capital Management
Texas
$100M -91% 70,678
2025
JP Morgan Chase
JP Morgan Chase
New York
$100M -59% 640,501