Fernwood Investment Management, LLC Hartford Multifactor Developed Transaction History

Fernwood Investment Management, LLC

$303 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$26.48 - $28.04 $450 - $476	17 New	17 $0

Others Institutions Holding RODM

# of Institutions

115

Shares Held

32.3M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.25M
Shares

$155 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$99.8 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$96.9 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$85.9 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$63.7 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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