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AJOVista’s Latham Group SWIM Stock Holding History

AJOVista’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$228K Buy
+33,493
New +$163K 0.97% 27

Other funds holding SWIM

KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AJOVista's SWIM Position: Q3 2024 in Review

AJOVista opened a new position in Latham Group (SWIM) in Q3 2024: 33,493 shares worth $228K. The stake represents 0.97% of the portfolio and ranks #27 among its holdings.

132 funds tracked by Wall St. Rank hold SWIM as of Q3 2024.

  • AJOVista held 33,493 shares of Latham Group worth $228K as of Q3 2024.
  • Latham Group was a new AJOVista position in Q3 2024.
  • Latham Group made up 0.97% of AJOVista's portfolio in Q3 2024, its #27 holding.
  • 132 funds tracked by Wall St. Rank held Latham Group as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.