Clear Creek Financial Management, LLC Hartford Multifactor Developed Transaction History

Clear Creek Financial Management, LLC

$854 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$30.02 - $31.92 $1.94 Million - $2.06 Million	-64,530 Closed	0 $0
Q1 2021 Apr 23, 2021	SELL	$28.2 - $30.0 $4.73 Million - $5.03 Million	-167,561 Reduced 72.2%	64,530 $2 Million
Q4 2020 Feb 12, 2021	BUY	$25.02 - $28.69 $5.81 Million - $6.66 Million	232,091 New	232,091 $6.57 Million
Q3 2020 Nov 10, 2020	SELL	$24.62 - $26.61 $4.04 Million - $4.36 Million	-164,036 Closed	0 $0
Q2 2020 Jul 16, 2020	SELL	$20.95 - $26.59 $1.01 Million - $1.28 Million	-48,244 Reduced 22.73%	164,036 $4.04 Million
Q1 2020 Apr 23, 2020	SELL	$19.02 - $29.71 $423,137 - $660,958	-22,247 Reduced 9.49%	212,280 $4.75 Million
Q4 2019 Jan 17, 2020	BUY	$27.21 - $29.7 $6.38 Million - $6.97 Million	234,527 New	234,527 $6.89 Million

Others Institutions Holding RODM

# of Institutions

114

Shares Held

32.3M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.25M
Shares

$153 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$98.4 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$95.4 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$84.7 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$62.8 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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