Name Net new
positions
New positions Closed positions Return since
31 Dec ‘20
2001
15 44 29 5.96%
2002
15 53 38 21.7%
2003
15 52 37 845%
DLB icon
2004
Dolby
DLB
$6.05B
15 61 46 34.9%
2005
15 53 38 95.2%
2006
15 79 64 201%
2007
15 50 35 14%
2008
15 40 25 86.5%
2009
15 51 36 126%
2010
15 37 22 68%
NAD icon
2011
Nuveen Quality Municipal Income Fund
NAD
$2.72B
15 36 21 24.1%
2012
15 42 27 24.8%
2013
15 31 16 44.6%
2014
15 38 23 26%
2015
15 36 21 51.4%
2016
15 37 22 206%
2017
15 48 33 58.7%
2018
15 29 14 8.11%
2019
15 29 14 61.3%
2020
15 37 22 54.5%
2021
15 39 24 8.6%
2022
15 30 15 53.8%
2023
15 35 20 83.7%
2024
15 41 26 48.4%
2025
15 40 25 202%