HTAB

Hartford Schroders Tax Aware

Latest period2024 - Q4Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Hartford Schroders Tax Aware (HTAB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Hartford Schroders Tax Aware (HTAB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Hartford Schroders Tax Aware (HTAB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Hartford Schroders Tax Aware (HTAB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Increased 134.97%
3.53%
$34.367M
1.775M shares@ 19.36 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Increased 6.3%
5.39%
$9.334M
482,110 shares@ 19.37 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 5.44%
0.24%
$8.47M
437,511 shares@ 19.37 avg price