High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1
WA
Waterford Advisors
New York
$385B -100% 529,662
2
VC
Vestor Capital
Illinois
$291B -100% 399,822
3
MWM
Modern Wealth Management
Kansas
$48B -100% 65,981
4
GFA
Gallagher Fiduciary Advisors
Illinois
$47.5B -100% 150,320,330
5
AM
Ares Management
California
$44.4B -100% 34,082,847,071
6
PAS
PKS Advisory Services
New York
$13.1B -100% 57,897,465
7
Gates Foundation Trust
Gates Foundation Trust
Washington
$8.67B -65% 17,000,000
8
BC
Broadwater Capital
Massachusetts
$8.65B -100% 16,952,180
9
PCP
Proficio Capital Partners
Massachusetts
$8.16B -100% 12,728,674
10
SC
Soundwatch Capital
Connecticut
$7.41B -95% 11,553,243
11
WF
WoodTrust Financial
Wisconsin
$7.09B -100% 9,749
12
GFA
Gallagher Fiduciary Advisors
Illinois
$6.32B -100% 9,857,240
13
Vanguard Group
Vanguard Group
Pennsylvania
$4.76B Closed 34,341,648
14
GFA
Gallagher Fiduciary Advisors
Illinois
$4.48B -99% 58,976,946
15
Capital Research Global Investors
Capital Research Global Investors
California
$4.34B -55% 19,260,499
16
Vanguard Group
Vanguard Group
Pennsylvania
$3.9B Closed 11,117,754
17
BlackRock
BlackRock
New York
$3.58B Closed 25,847,101
18
FCM
Farallon Capital Management
California
$3.53B Closed 5,500,000
19
Tiger Global Management
Tiger Global Management
New York
$3.51B -63% 4,714,524
20
BlackRock
BlackRock
New York
$3.49B Closed 9,932,087
21
Capital World Investors
Capital World Investors
California
$3.24B -97% 14,611,869
22
PP
Prudential plc
United Kingdom
$3.07B Closed 40,444,804
23
Corient Private Wealth
Corient Private Wealth
Florida
$2.96B -52% 5,795,114
24
GFA
Gallagher Fiduciary Advisors
Illinois
$2.94B -99% 58,251,947
25
UBS AM
UBS AM
Illinois
$2.73B -100% 70,408,568