Jim Simons’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Jim Simons’s Portfolio RODM Stock Details RODM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-21,442	Closed	-$600K	–	3890
2024 Q1	$600K	Buy	+21,442	New	+$586K	﹤0.01%	2791
2023 Q3	–	Sell	-15,100	Closed	-$397K	–	4034
2023 Q2	$397K	Sell	15,100 -5,000	-25%	-$134K	﹤0.01%	2992
2023 Q1	$529K	Buy	20,100 +3,900	+24%	+$101K	﹤0.01%	2859
2022 Q4	$402K	Buy	+16,200	New	+$387K	﹤0.01%	3074
2021 Q4	–	Sell	-19,300	Closed	-$581K	–	4174
2021 Q3	$581K	Buy	+19,300	New	+$601K	﹤0.01%	2827
2021 Q2	–	Sell	-10,200	Closed	-$303K	–	3729
2021 Q1	$303K	Buy	+10,200	New	+$297K	﹤0.01%	3053
2020 Q4	–	Sell	-16,100	Closed	-$417K	–	3664
2020 Q3	$417K	Buy	+16,100	New	+$416K	﹤0.01%	2884

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Jim Simons's RODM Position: Q2 2024 in Review

Jim Simons sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2024, closing a stake of 21,442 shares — an estimated $600K sold.

Jim Simons first reported a position in RODM in Q3 2020 and held it in 7 quarters. The position peaked at $600K in Q1 2024. 108 funds tracked by Wall St. Rank hold RODM as of Q2 2024.

Jim Simons reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2024 after selling out during the quarter.
Jim Simons sold 21,442 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2024, an estimated $600K.
Jim Simons first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2020 and held it in 7 quarters.
Jim Simons's Hartford Multifactor Developed Markets ex-US ETF position peaked at $600K in Q1 2024.
108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2024.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.