Wellington Management Group
RODM icon

Wellington Management Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Wellington Management Group’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
2023
Q4 		– Sell
-50,852
Closed -$1.3M – 1908
2023
Q3 		$1.3M Sell
50,852
-65,920
-56% -$1.74M ﹤0.01% 1559
2023
Q2 		$3.07M Buy
116,772
+11,977
+11% +$320K ﹤0.01% 1392
2023
Q1 		$2.76M Buy
104,795
+34,590
+49% +$899K ﹤0.01% 1428
2022
Q4 		$1.74M Buy
70,205
+24,457
+53% +$584K ﹤0.01% 1539
2022
Q3 		$995K Sell
45,748
-34,763
-43% -$851K ﹤0.01% 1654
2022
Q2 		$2M Sell
80,511
-38,470
-32% -$1.05M ﹤0.01% 1539
2022
Q1 		$3.46M Sell
118,981
-32,626
-22% -$954K ﹤0.01% 1480
2021
Q4 		$4.57M Sell
151,607
-18,033
-11% -$547K ﹤0.01% 1486
2021
Q3 		$5.11M Hold
169,640
– – ﹤0.01% 1503
2021
Q2 		$5.21M Sell
169,640
-12,370
-7% -$384K ﹤0.01% 1497
2021
Q1 		$5.41M Sell
182,010
-16,897
-8% -$492K ﹤0.01% 1408
2020
Q4 		$5.63M Sell
198,907
-23,595
-11% -$642K ﹤0.01% 1302
2020
Q3 		$5.76M Sell
222,502
-9,488
-4% -$245K ﹤0.01% 1238
2020
Q2 		$5.71M Sell
231,990
-25,627
-10% -$608K ﹤0.01% 1188
2020
Q1 		$5.68M Buy
257,617
+22,000
+9% +$588K ﹤0.01% 1166
2019
Q4 		$6.92M Sell
235,617
-90,163
-28% -$2.59M ﹤0.01% 1256
2019
Q3 		$9.08M Buy
+325,780
New +$9.01M ﹤0.01% 1192

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wellington Management Group's RODM Position: Q4 2023 in Review

Wellington Management Group sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2023, closing a stake of 50,852 shares — an estimated $1.3M sold.

Wellington Management Group first reported a position in RODM in Q3 2019 and held it in 17 quarters. The position peaked at $9.08M in Q3 2019. 116 funds tracked by Wall St. Rank hold RODM as of Q4 2023.

  • Wellington Management Group reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 50,852 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2023, an estimated $1.3M.
  • Wellington Management Group first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2019 and held it in 17 quarters.
  • Wellington Management Group's Hartford Multifactor Developed Markets ex-US ETF position peaked at $9.08M in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.