High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Millennium Management
Millennium Management
New York
$149M -97% 2,007,891
2002
Capital World Investors
Capital World Investors
California
$149M Closed 3,033,510
2003
Macquarie Group
Macquarie Group
Australia
$149M -99% 2,474,525
2004
Coatue Management
Coatue Management
New York
$149M Closed 12,235,585
2005
CCM
Causeway Capital Management
California
$149M Closed 4,809,753
2006
Barclays
Barclays
United Kingdom
$149M -55% 4,325,622
2007
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$149M -97% 2,559,242
2008
Principal Financial Group
Principal Financial Group
Iowa
$149M -56% 2,752,486
2009
Vanguard Group
Vanguard Group
Pennsylvania
$149M Closed 6,306,149
2010
EAM
Eagle Asset Management
Florida
$149M Closed 2,040,400
2011
Morgan Stanley
Morgan Stanley
New York
$149M -55% 1,805,935
2012
1832 Asset Management
1832 Asset Management
Ontario, Canada
$149M -55% 41,706
2013
Capital World Investors
Capital World Investors
California
$149M Closed 1,521,526
2014
MTIM
Marathon Trading Investment Management
Pennsylvania
$148M Closed 297,833
2015
JP Morgan Chase
JP Morgan Chase
New York
$148M -88% 2,929,866
2016
Ameriprise
Ameriprise
Minnesota
$148M -75% 6,462,226
2017
First Trust Advisors
First Trust Advisors
Illinois
$148M -55% 2,907,449
2018
KCM
Kodai Capital Management
Illinois
$148M -84% 166,773
2019
Morgan Stanley
Morgan Stanley
New York
$148M -56% 3,476,936
2020
Morgan Stanley
Morgan Stanley
New York
$148M -54% 6,026,297
2021
WA
Wasatch Advisors
Utah
$148M -81% 221,236
2022
Millennium Management
Millennium Management
New York
$148M -99% 4,085,377
2023
LCM
Laurion Capital Management
New York
$148M -51% 7,272,543
2024
AAB
ABN AMRO Bank
Netherlands
$148M Closed 321,046
2025
KBC Group
KBC Group
Belgium
$148M Closed 1,001,384