High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Franklin Resources
2001
Franklin Resources
California
$140M -57% 549,108
2002
SP
2002
Stockbridge Partners
Massachusetts
$140M Closed 1,866,717
2003
SW
2003
SVB Wealth
Massachusetts
$140M Closed 331,078
2004
Fidelity Investments
2004
Fidelity Investments
Massachusetts
$139M -86% 1,231,933
2005
Arrowstreet Capital
2005
Arrowstreet Capital
Massachusetts
$139M -52% 1,650,505
2006
Marshall Wace
2006
Marshall Wace
United Kingdom
$139M -66% 2,330,995
2007
Public Sector Pension Investment Board (PSP Investments)
2007
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$139M -93% 3,325,427
2008
A
2008
AustralianSuper
Australia
$139M -73% 518,647
2009
Bessemer Group
2009
Bessemer Group
New Jersey
$139M -98% 795,062
2010
C
2010
Consulta
United Kingdom
$139M Closed 275,000
2011
Man Group
2011
Man Group
United Kingdom
$139M -52% 1,909,095
2012
Pacer Advisors
2012
Pacer Advisors
Pennsylvania
$139M -66% 1,233,918
2013
WAM
2013
WT Asset Management
Hong Kong
$139M Closed 1,034,860
2014
Renaissance Technologies
2014
Renaissance Technologies
New York
$139M -99% 1,579,191
2015
Neuberger Berman Group
2015
Neuberger Berman Group
New York
$139M -91% 3,059,622
2016
Bank of Nova Scotia
2016
Bank of Nova Scotia
Ontario, Canada
$139M -64% 453,711
2017
WRCM
2017
Whale Rock Capital Management
Massachusetts
$139M -85% 1,171,250
2018
Citadel Advisors
2018
Citadel Advisors
Florida
$139M -100% 1,329,854
2019
BC
2019
Brookfield Corp
Ontario, Canada
$138M Closed 1,578,711
2020
Renaissance Technologies
2020
Renaissance Technologies
New York
$138M Closed 473,000
2021
Capital World Investors
2021
Capital World Investors
California
$138M -71% 1,449,045
2022
RCWVOTCITCONY
2022
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$138M Closed 234,971
2023
AM
2023
Atreides Management
Massachusetts
$138M Closed 311,053
2024
MMH
2024
Menora Mivtachim Holdings
Israel
$138M -55% 1,339,728
2025
RCG
2025
Rock Creek Group
District of Columbia
$138M -89% 2,465,889