Citadel Advisors
SWIM icon

Citadel Advisors’s Latham Group SWIM Stock Holding History

Citadel Advisors’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
2026
Q1 		$4.45M Sell
828,545
-2,634,627
-76% -$16.8M ﹤0.01% 4538
2025
Q4 		$22M Sell
3,463,172
-1,156,942
-25% -$8.09M 0.02% 2244
2025
Q3 		$35.2M Buy
4,620,114
+3,112,708
+206% +$22.9M 0.03% 1714
2025
Q2 		$9.62M Sell
1,507,406
-969,145
-39% -$5.63M 0.01% 3082
2025
Q1 		$15.9M Buy
+2,476,551
New +$16.7M 0.02% 2291
2024
Q4 		– Sell
-19,597
Closed -$133K – 15522
2024
Q3 		$133K Buy
+19,597
New +$95.4K ﹤0.01% 10715
2024
Q2 		– Sell
-23,216
Closed -$80.9K – 15452
2024
Q1 		$91.9K Buy
23,216
+2,528
+12% +$7.21K ﹤0.01% 11468
2023
Q4 		$54.4K Sell
20,688
-45,979
-69% -$114K ﹤0.01% 11695
2023
Q3 		$187K Sell
66,667
-112,425
-63% -$407K ﹤0.01% 10025
2023
Q2 		$664K Sell
179,092
-317,506
-64% -$970K ﹤0.01% 7305
2023
Q1 		$1.42M Sell
496,598
-77,943
-14% -$274K ﹤0.01% 6024
2022
Q4 		$1.85M Sell
574,541
-1,284,790
-69% -$4.63M ﹤0.01% 5630
2022
Q3 		$6.67M Buy
1,859,331
+1,499,285
+416% +$8.56M 0.01% 3399
2022
Q2 		$2.5M Sell
360,046
-287,224
-44% -$3.05M ﹤0.01% 5109
2022
Q1 		$8.57M Buy
+647,270
New +$10.8M 0.01% 3216
2021
Q4 		– Sell
-12,046
Closed -$239K – 14861
2021
Q3 		$198K Sell
12,046
-51,920
-81% -$1.21M ﹤0.01% 11995
2021
Q2 		$2.04M Buy
+63,966
New +$1.87M ﹤0.01% 6568

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return