SANDERS CAPITAL, LLC

HTTP://WWW.SANDERSCAPITAL.COM • WEST PALM BEACH, FL • Investment Advisor • Hedge Fund How do I update this listing?

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Sanders Capital is based out of West Palm Beach. Sanders Capital is a hedge fund with 102 clients and discretionary assets under management (AUM) of $73,559,614,000 (Form ADV from 2022-03-28). Their last reported 13F filing for Q2 2022 included $39,498,672,000 in managed 13F securities and a top 10 holdings concentration of 63.66%. Sanders Capital's largest holding is Alphabet Inc. Class C with shares held of 1,632,039. Sanders Capital has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 128 13F filings, and 15 13G filings

06/30/2022

13F Activity

  • Market Value $39.499 Billion
  • Prior Market Value $45.977 Billion
  • New Purchases0 stocks
  • Additional Purchases15 stocks
  • Sold out of2 stocks
  • Reduced holdings in26 stocks
  • Top 10 Holdings % 63.66 %
  • Turnover % [1]:4.76%
  • Turnover Alt % [2]: 0.91 %
  • Time Held Top20:17.10 quarters
  • Time Held Top10:16.50 quarters
  • Time Held All:21.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: -0.52%
Performance Last 4 Quarters: -2.78%
Performance Metrics
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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

SANDERS CAPITAL, LLC
Classified as Hedge Fund
777 S. FLAGLER DRIVE E. TOWER SUITE NO. 1100
WEST PALM BEACH FL    33401-5153
Country: United States
Business Phone: 212-291-7900
Fax: 212-291-7967
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 21
Other Business Activities: commodity pool operator or commodity trading advisor ,,SANDERS CAPITAL ALL ASSET VALUE FUND, L.P.
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 1,313,420,000
Total Number of Clients: 102
Amount of client funds and securities by related persons: 1,313,420,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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SANDERS CAPITAL, LLC

ownership team - last updated 2022-03-28
Name Title Start Date Direct/Indirect % Ownership
BORGIA, MICHAEL, THOMAS CHIEF FINANCIAL OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CHIEF FINANCIAL OFFICER, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR OF OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2001-08-07
ALLIANCE CAPITAL GLOBAL DERIVATIVES CORP VICE PRESIDENT direct 2002-04-01 2006-03-31
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR IN CHARGE OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2008-03-31
SPENO, FRANK, DAVID DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE direct 2010-01-01
MAHEDY, JOHN, PATRICK CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER 10/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER BOARD OF MANAGERS direct 2009-10-01
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER direct 2009-10-01
REID, JEAN, MARGO GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER direct 2009-08-01
SANDERS, LEWIS, ALAN CEO, MANAGER, MEMBER 08/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CEO, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR & CHAIRMAN direct 2000-10-01 2001-08-01
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIR. & CIO OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIR. & CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CIO & DIRECTOR OF GENERAL PARTNER direct 2000-10-01 2002-04-02
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CHIEF INVESTMENT OFFICER, AND DIRECTOR OF ACMC direct 2000-10-01 2003-03-28
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR direct 2001-07-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2004-10-05
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCEBERNSTEIN HOLDING L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2006-03-30
ALLIANCEBERNSTEIN L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2007-03-26
ALLIANCE CAPITAL MANAGEMENT CORP CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN HOLDING L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
SHABSHIS, ALEX DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER 11/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER direct 2009-11-01
SANDERS CAPITAL, LLC DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER direct 2009-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I United States 805-1649437105 Hedge Fund 688,925,384 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGED United States 805-5960257367 Hedge Fund 486,895,816 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND - SERIES II TAX MANAGED United States 805-6384976026 Hedge Fund 408,051,639 10,000,000

SANDERS CAPITAL, LLC

ownership team - last updated 2021-03-26
Name Title Start Date Direct/Indirect % Ownership
BORGIA, MICHAEL, THOMAS CHIEF FINANCIAL OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CHIEF FINANCIAL OFFICER, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR OF OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2001-08-07
ALLIANCE CAPITAL GLOBAL DERIVATIVES CORP VICE PRESIDENT direct 2002-04-01 2006-03-31
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR IN CHARGE OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2008-03-31
SPENO, FRANK, DAVID DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE direct 2010-01-01
MAHEDY, JOHN, PATRICK CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER 10/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER BOARD OF MANAGERS direct 2009-10-01
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER direct 2009-10-01
REID, JEAN, MARGO GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER direct 2009-08-01
SANDERS, LEWIS, ALAN CEO, MANAGER, MEMBER 08/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CEO, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR & CHAIRMAN direct 2000-10-01 2001-08-01
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIR. & CIO OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIR. & CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CIO & DIRECTOR OF GENERAL PARTNER direct 2000-10-01 2002-04-02
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CHIEF INVESTMENT OFFICER, AND DIRECTOR OF ACMC direct 2000-10-01 2003-03-28
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR direct 2001-07-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2004-10-05
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCEBERNSTEIN HOLDING L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2006-03-30
ALLIANCEBERNSTEIN L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2007-03-26
ALLIANCE CAPITAL MANAGEMENT CORP CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN HOLDING L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
SHABSHIS, ALEX DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER 11/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER direct 2009-11-01
SANDERS CAPITAL, LLC DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER direct 2009-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I United States 805-1649437105 Hedge Fund 578,102,079 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGED United States 805-5960257367 Hedge Fund 356,804,565 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND - SERIES II TAX MANAGED United States 805-6384976026 Hedge Fund 356,804,565 10,000,000

SANDERS CAPITAL, LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I United States 805-1649437105 Hedge Fund 541,072,246 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGED United States 805-5960257367 Hedge Fund 307,881,284 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. SERIES II United States 805-3556384969 Hedge Fund 0 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES II - TAX MANAGED United States 805-6384976026 Hedge Fund 297,473,014 10,000,000

SANDERS CAPITAL, LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
BORGIA, MICHAEL, THOMAS CHIEF FINANCIAL OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CHIEF FINANCIAL OFFICER, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR OF OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2001-08-07
ALLIANCE CAPITAL GLOBAL DERIVATIVES CORP VICE PRESIDENT direct 2002-04-01 2006-03-31
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR IN CHARGE OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2008-03-31
SPENO, FRANK, DAVID DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE direct 2010-01-01
MAHEDY, JOHN, PATRICK CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER 10/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER BOARD OF MANAGERS direct 2009-10-01
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER direct 2009-10-01
REID, JEAN, MARGO GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER direct 2009-08-01
SANDERS, LEWIS, ALAN CEO, MANAGER, MEMBER 08/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CEO, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR & CHAIRMAN direct 2000-10-01 2001-08-01
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIR. & CIO OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIR. & CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CIO & DIRECTOR OF GENERAL PARTNER direct 2000-10-01 2002-04-02
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CHIEF INVESTMENT OFFICER, AND DIRECTOR OF ACMC direct 2000-10-01 2003-03-28
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR direct 2001-07-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2004-10-05
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCEBERNSTEIN HOLDING L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2006-03-30
ALLIANCEBERNSTEIN L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2007-03-26
ALLIANCE CAPITAL MANAGEMENT CORP CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN HOLDING L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
SHABSHIS, ALEX DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER 11/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER direct 2009-11-01
SANDERS CAPITAL, LLC DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER direct 2009-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I United States 805-1649437105 Hedge Fund 519,415,555 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGED United States 805-5960257367 Hedge Fund 243,017,109 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. SERIES II United States 805-3556384969 Hedge Fund 90,501,170 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES II - TAX MANAGED United States 805-6384976026 Hedge Fund 251,176,351 10,000,000

SANDERS CAPITAL, LLC

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
BORGIA, MICHAEL, THOMAS CHIEF FINANCIAL OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CHIEF FINANCIAL OFFICER, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR OF OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2001-08-07
ALLIANCE CAPITAL GLOBAL DERIVATIVES CORP VICE PRESIDENT direct 2002-04-01 2006-03-31
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR IN CHARGE OPERATIONS & SENIOR VICE PRESIDENT direct 2000-10-01 2008-03-31
SPENO, FRANK, DAVID DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE, MEMBER, MANAGER direct 2010-01-01
SANDERS CAPITAL, LLC DIRECTOR OF MARKETING AND CLIENT SERVICE direct 2010-01-01
MAHEDY, JOHN, PATRICK CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER 10/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER BOARD OF MANAGERS direct 2009-10-01
SANDERS CAPITAL, LLC CO-CHIEF INVESTMENT OFFICER, MEMBER, MANAGER direct 2009-10-01
REID, JEAN, MARGO GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER 08/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER direct 2009-08-01
SANDERS, LEWIS, ALAN CEO, MANAGER, MEMBER 08/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC CEO, MANAGER, MEMBER direct 2009-08-01
SANFORD C. BERSTEIN & CO., LLC DIRECTOR & CHAIRMAN direct 2000-10-01 2001-08-01
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIR. & CIO OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIR. & CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2002-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CIO & DIRECTOR OF GENERAL PARTNER direct 2000-10-01 2002-04-02
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF INVESTMENT OFFICER OF ACMC direct 2000-10-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN, CHIEF INVESTMENT OFFICER, AND DIRECTOR OF ACMC direct 2000-10-01 2003-03-28
SANFORD C. BERNSTEIN & CO., LLC DIRECTOR direct 2001-07-01 2003-03-28
ALLIANCE CAPITAL MANAGEMENT CORP VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2004-10-05
ALLIANCE CAPITAL MANAGEMENT L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCE CAPITAL MANAGEMENT HOLDING L P VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ACMC direct 2003-06-01 2006-02-27
ALLIANCEBERNSTEIN HOLDING L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2006-03-30
ALLIANCEBERNSTEIN L.P. VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2007-03-26
ALLIANCE CAPITAL MANAGEMENT CORP CHAIRMAN AND CHIEF EXECUTIVE OFFICER direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN HOLDING L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
ALLIANCEBERNSTEIN L.P. CHAIRMAN AND CHIEF EXECUTIVE OFFICER OF ABC direct 2003-06-01 2008-04-09
SHABSHIS, ALEX DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER 11/01/2009 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SANDERS CAPITAL, LLC MEMBER direct 2009-11-01
SANDERS CAPITAL, LLC DIRECTOR OF QUANTITATIVE RESEARCH, MEMBER, MANAGER direct 2009-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I United States 805-1649437105 Hedge Fund 531,355,601 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES I - TAX MANAGED United States 805-5960257367 Hedge Fund 189,988,988 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. SERIES II United States 805-3556384969 Hedge Fund 81,579,674 10,000,000
SANDERS CAPITAL ALL ASSET VALUE FUND, L.P. - SERIES II - TAX MANAGED United States 805-6384976026 Hedge Fund 212,574,424 10,000,000

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