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Blue Trust Inc’s Latham Group SWIM Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-290
Closed -$879 – 2940
2024
Q3 		$879 Hold
290
– – ﹤0.01% 2719
2024
Q2 		$1.15K Buy
+290
New +$1.01K ﹤0.01% 2532
2024
Q1 		– Sell
-93
Closed – – 2675
2023
Q4 		$0 Buy
+93
New +$230 ﹤0.01% 2691
2023
Q2 		– Sell
-153
Closed – – 2511
2023
Q1 		$0 Buy
153
+58
+61% +$204 ﹤0.01% 2623
2022
Q4 		$0 Buy
95
+58
+157% +$209 ﹤0.01% 2465
2022
Q3 		$0 Buy
+37
New +$211 ﹤0.01% 2321

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

Blue Trust Inc's SWIM Position: Q4 2024 in Review

Blue Trust Inc sold out of Latham Group (SWIM) in Q4 2024, closing a stake of 290 shares — an estimated $879 sold.

Blue Trust Inc first reported a position in SWIM in Q3 2022 and held it in 6 quarters. The position peaked at $1.15K in Q2 2024. 140 funds tracked by Wall St. Rank hold SWIM as of Q4 2024.

  • Blue Trust Inc reported no remaining Latham Group position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 290 Latham Group shares in Q4 2024, an estimated $879.
  • Blue Trust Inc first reported a position in Latham Group in Q3 2022 and held it in 6 quarters.
  • Blue Trust Inc's Latham Group position peaked at $1.15K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held Latham Group as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.