American International Group’s Latham Group SWIM Stock Holding History

American International Group’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 Q2	–	Sell	-19,147	Closed	-$75.8K	–	2402
2024 Q1	$75.8K	Sell	19,147 -165	-0.9%	-$470	﹤0.01%	2658
2023 Q4	$50.8K	Sell	19,312 -78	-0.4%	-$193	﹤0.01%	2809
2023 Q3	$54.3K	Buy	19,390 +689	+4%	+$2.49K	﹤0.01%	2794
2023 Q2	$69.4K	Sell	18,701 -2,085	-10%	-$6.37K	﹤0.01%	2779
2023 Q1	$59.4K	Buy	20,786 +415	+2%	+$1.46K	﹤0.01%	2665
2022 Q4	$65.6K	Sell	20,371 -75	-0.4%	-$270	﹤0.01%	2666
2022 Q3	$73K	Sell	20,446 -125	-0.6%	-$713	﹤0.01%	2693
2022 Q2	$143K	Sell	20,571 -696	-3%	-$7.39K	﹤0.01%	2387
2022 Q1	$282K	Buy	21,267 +4,308	+25%	+$71.6K	﹤0.01%	2042
2021 Q4	$424K	Buy	16,959 +4,254	+33%	+$84.3K	﹤0.01%	1929
2021 Q3	$208K	Sell	12,705 -302	-2%	-$7.04K	﹤0.01%	2411
2021 Q2	$416	Buy	+13,007	New	+$380K	﹤0.01%	2043

Other funds holding SWIM

Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Advantage Alpha Capital Partners San Francisco, California $332M AUM 12.78% 1-Year Est. Return