High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
AIM
ARGA Investment Management
Connecticut
$140M -88% 2,032,908
2002
PCM
Palestra Capital Management
New York
$140M -60% 416,069
2003
Citadel Advisors
Citadel Advisors
Florida
$140M Closed 1,912,168
2004
JP Morgan Chase
JP Morgan Chase
New York
$140M -71% 2,344,561
2005
Allspring Global Investments
Allspring Global Investments
North Carolina
$140M Closed 2,644,635
2006
First Trust Advisors
First Trust Advisors
Illinois
$140M -58% 1,186,502
2007
UBS AM
UBS AM
Illinois
$140M Closed 908,014
2008
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$140M -88% 4,284,771
2009
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$140M Closed 7,372,932
2010
VC
Vestor Capital
Illinois
$140M -96% 381,239
2011
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$140M -100% 279,405
2012
BCP
BSN Capital Partners
United Kingdom
$140M Closed 660,000
2013
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$140M Closed 1,989,522
2014
TAL
TIG Advisors LLC
New York
$140M Closed 1,057,892
2015
Citadel Advisors
Citadel Advisors
Florida
$140M -75% 1,390,622
2016
Marshall Wace
Marshall Wace
United Kingdom
$140M -64% 932,890
2017
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$139M -85% 2,348,728
2018
EIC
Equity Investment Corp
Georgia
$139M -99% 1,407,733
2019
HF
HRT Financial
New York
$139M Closed 5,500,025
2020
Point72 Asset Management
Point72 Asset Management
Connecticut
$139M -100% 3,247,937
2021
CIA
ClearBridge Investments (Australia)
Australia
$139M Closed 2,483,777
2022
Citadel Advisors
Citadel Advisors
Florida
$139M -97% 1,723,563
2023
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$139M Closed 815,318
2024
Capital International Investors
Capital International Investors
California
$139M -52% 473,929
2025
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$139M Closed 1,991,311