|
2001
|
Piershale Financial Group
Barrington,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
2002
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
2003
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
2004
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$3K
|
+$2.5K
|
+31
|
New
|
|
|
2005
|
Pathstone Family Office
Englewood,
New Jersey
|
$3K
|
+$2.5K
|
+31
|
New
|
|
|
2006
|
Western Asset Management Company
Pasadena,
California
|
$2K
|
+$1.45K
|
+18
|
New
|
|
|
2007
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$1K
|
-$1.52M
|
-18,887
|
-100%
|
|
|
2008
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$962
|
-$342K
|
-4,248
|
-27%
|
|
|
2009
|
Fundsmith LLP
London,
United Kingdom
|
–
|
-$147M
|
-1,870,102
|
Closed
|
|
|
2010
|
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
–
|
-$80.9M
|
-1,019,166
|
Closed
|
|
|
2011
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$46.5M
|
-585,957
|
Closed
|
|
|
2012
|
Honeywell International
Charlotte,
North Carolina
|
–
|
-$44M
|
-553,900
|
Closed
|
|
|
2013
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
–
|
-$29.8M
|
-375,041
|
Closed
|
|
|
2014
|
Första AP-fonden
Stockholm,
Sweden
|
–
|
-$20.9M
|
-276,442
|
Closed
|
|
|
2015
|
Mizuho Securities USA
New York
|
–
|
-$15.9M
|
-200,000
|
Closed
|
|
|
2016
|
Carlson Capital
Dallas,
Texas
|
–
|
-$10.7M
|
-134,875
|
Closed
|
|
|
2017
|
SeaTown Holdings
Singapore
|
–
|
-$10.1M
|
-126,720
|
Closed
|
|
|
2018
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
–
|
-$9.37M
|
-118,000
|
Closed
|
|
|
2019
|
Suffolk Capital Management
New York
|
–
|
-$6.96M
|
-87,587
|
Closed
|
|
|
2020
|
Winton Group
London,
United Kingdom
|
–
|
-$6.9M
|
-86,947
|
Closed
|
|
|
2021
|
Bridgewater Associates
Westport,
Connecticut
|
–
|
-$5.59M
|
-70,373
|
Closed
|
|
|
2022
|
UAS Asset Management
New York
|
–
|
-$5.21M
|
-65,600
|
Closed
|
|
|
2023
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
–
|
-$4.4M
|
-54,295
|
Closed
|
|
|
2024
|
Scoria Capital Partners
Stamford,
Connecticut
|
–
|
-$4.14M
|
-52,100
|
Closed
|
|
|
2025
|
CIBC World Markets
New York
|
–
|
-$3.64M
|
-45,863
|
Closed
|
|
