Boston Partners
SWIM icon

Boston Partners’s Latham Group SWIM Stock Holding History

Boston Partners’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
2023
Q1 		– Sell
-130,493
Closed -$420K – 751
2022
Q4 		$420K Sell
130,493
-214,053
-62% -$772K ﹤0.01% 621
2022
Q3 		$1.24M Buy
344,546
+168,840
+96% +$964K ﹤0.01% 488
2022
Q2 		$1.22M Buy
175,706
+53,955
+44% +$573K ﹤0.01% 483
2022
Q1 		$1.61M Buy
+121,751
New +$2.02M ﹤0.01% 490

Other funds holding SWIM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Boston Partners's SWIM Position: Q1 2023 in Review

Boston Partners sold out of Latham Group (SWIM) in Q1 2023, closing a stake of 130,493 shares — an estimated $420K sold.

Boston Partners first reported a position in SWIM in Q1 2022 and held it in 4 quarters. The position peaked at $1.61M in Q1 2022. 113 funds tracked by Wall St. Rank hold SWIM as of Q1 2023.

  • Boston Partners reported no remaining Latham Group position as of Q1 2023 after selling out during the quarter.
  • Boston Partners sold 130,493 Latham Group shares in Q1 2023, an estimated $420K.
  • Boston Partners first reported a position in Latham Group in Q1 2022 and held it in 4 quarters.
  • Boston Partners's Latham Group position peaked at $1.61M in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Latham Group as of Q1 2023.

Based on Boston Partners's 13F filing for Q1 2023, filed 9 May 2023.