High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Bessemer Group
Bessemer Group
New Jersey
$150M -99% 638,024
2002
KKRC
Kohlberg Kravis Roberts & Co
New York
$150M -61% 7,556,453
2003
Millennium Management
Millennium Management
New York
$149M -97% 2,007,891
2004
Capital World Investors
Capital World Investors
California
$149M Closed 3,033,510
2005
Macquarie Group
Macquarie Group
Australia
$149M -99% 2,474,525
2006
Coatue Management
Coatue Management
New York
$149M Closed 12,235,585
2007
CCM
Causeway Capital Management
California
$149M Closed 4,809,753
2008
Barclays
Barclays
United Kingdom
$149M -55% 4,325,622
2009
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$149M -97% 2,559,242
2010
Principal Financial Group
Principal Financial Group
Iowa
$149M -56% 2,752,486
2011
Vanguard Group
Vanguard Group
Pennsylvania
$149M Closed 6,306,149
2012
EAM
Eagle Asset Management
Florida
$149M Closed 2,040,400
2013
Morgan Stanley
Morgan Stanley
New York
$149M -55% 1,805,935
2014
1832 Asset Management
1832 Asset Management
Ontario, Canada
$149M -55% 1,042,650
2015
Capital World Investors
Capital World Investors
California
$149M Closed 1,521,526
2016
MTIM
Marathon Trading Investment Management
Pennsylvania
$148M Closed 297,833
2017
JP Morgan Chase
JP Morgan Chase
New York
$148M -88% 2,929,866
2018
Ameriprise
Ameriprise
Minnesota
$148M -75% 6,462,226
2019
First Trust Advisors
First Trust Advisors
Illinois
$148M -55% 2,907,449
2020
KCM
Kodai Capital Management
Illinois
$148M -84% 166,773
2021
Morgan Stanley
Morgan Stanley
New York
$148M -56% 3,476,936
2022
Morgan Stanley
Morgan Stanley
New York
$148M -54% 6,026,297
2023
WA
Wasatch Advisors
Utah
$148M -81% 221,236
2024
Millennium Management
Millennium Management
New York
$148M -99% 4,085,377
2025
LCM
Laurion Capital Management
New York
$148M -51% 7,272,543