High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Fidelity Investments
2001
Fidelity Investments
Massachusetts
$129M -62% 3,050,656
2002
MC
2002
Maverick Capital
Texas
$129M -59% 5,883,479
2003
VOYA Investment Management
2003
VOYA Investment Management
Georgia
$129M -53% 3,230,655
2004
Marshall Wace
2004
Marshall Wace
United Kingdom
$129M -59% 626,211
2005
DCM
2005
Driehaus Capital Management
Illinois
$129M -52% 217,269
2006
Fidelity Investments
2006
Fidelity Investments
Massachusetts
$129M -73% 2,717,146
2007
AAM
2007
Alpine Associates Management
Florida
$129M Closed 2,131,126
2008
BCPEMI
2008
Bain Capital Public Equity Management II
Massachusetts
$129M Closed 204,246
2009
Holocene Advisors
2009
Holocene Advisors
New York
$129M Closed 1,728,028
2010
SVCF
2010
Silicon Valley Community Foundation
California
$129M Closed 777,558
2011
Pacer Advisors
2011
Pacer Advisors
Pennsylvania
$129M Closed 1,357,544
2012
GCL
2012
Glazer Capital LLC
New York
$129M Closed 1,707,040
2013
RI
2013
RTW Investments
New York
$129M -53% 779,106
2014
Arrowstreet Capital
2014
Arrowstreet Capital
Massachusetts
$129M -94% 2,867,351
2015
VOYA Investment Management
2015
VOYA Investment Management
Georgia
$129M -55% 791,005
2016
Jennison Associates
2016
Jennison Associates
New York
$129M Closed 1,708,163
2017
SGDR
2017
SPX Gestao de Recursos
Brazil
$128M -82% 733,105
2018
UBS AM
2018
UBS AM
Illinois
$128M -82% 6,335,740
2019
AllianceBernstein
2019
AllianceBernstein
Tennessee
$128M -72% 2,022,352
2020
NYLIM
2020
New York Life Investment Management
New York
$128M Closed 5,792,113
2021
Ensign Peak Advisors
2021
Ensign Peak Advisors
Utah
$128M -61% 441,542
2022
CCMG
2022
Clark Capital Management Group
Pennsylvania
$128M Closed 1,088,717
2023
William Blair Investment Management
2023
William Blair Investment Management
Illinois
$128M Closed 949,976
2024
OAG
2024
Orbis Allan Gray
Bermuda
$128M Closed 21,173,318
2025
BMC
2025
Battery Management Corp
Massachusetts
$128M -65% 3,054,990