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Burns Matteson Capital Management’s Latham Group SWIM Stock Holding History

Burns Matteson Capital Management’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 		– Sell
-16,209
Closed -$49.1K – 192
2024
Q2 		$49.1K Buy
+16,209
New +$56.5K 0.03% 155

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EMCIP
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Vanguard Group
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Ameriprise
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Dimensional Fund Advisors
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FG
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D.E. Shaw & Co
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Burns Matteson Capital Management's SWIM Position: Q3 2024 in Review

Burns Matteson Capital Management sold out of Latham Group (SWIM) in Q3 2024, closing a stake of 16,209 shares — an estimated $49.1K sold.

Burns Matteson Capital Management first reported a position in SWIM in Q2 2024 and held it in 1 quarter. The position peaked at $49.1K in Q2 2024. 132 funds tracked by Wall St. Rank hold SWIM as of Q3 2024.

  • Burns Matteson Capital Management reported no remaining Latham Group position as of Q3 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 16,209 Latham Group shares in Q3 2024, an estimated $49.1K.
  • Burns Matteson Capital Management first reported a position in Latham Group in Q2 2024 and held it in 1 quarter.
  • Burns Matteson Capital Management's Latham Group position peaked at $49.1K in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Latham Group as of Q3 2024.

Based on Burns Matteson Capital Management's 13F filing for Q3 2024, filed 10 Oct 2024.