C
SWIM icon

Covestor’s Latham Group SWIM Stock Holding History

Covestor’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 		$36K Buy
6,750
+1,174
+21% +$7.48K 0.02% 879
2025
Q4 		$35K Buy
5,576
+3,372
+153% +$23.6K 0.02% 1045
2025
Q3 		$17K Buy
2,204
+1,131
+105% +$8.32K 0.01% 1344
2025
Q2 		$7K Buy
1,073
+1,058
+7,053% +$6.15K ﹤0.01% 1719
2025
Q1 		$0 Hold
15
– – ﹤0.01% 2717
2024
Q4 		$0 Sell
15
-16
-52% -$107 ﹤0.01% 2730
2024
Q3 		$0 Sell
31
-1
-3% -$5 ﹤0.01% 2749
2024
Q2 		$0 Sell
32
-1
-3% -$3 ﹤0.01% 2742
2024
Q1 		$0 Sell
33
-2
-6% -$6 ﹤0.01% 2734
2023
Q4 		$0 Sell
35
-3
-8% -$7 ﹤0.01% 2723
2023
Q3 		$0 Sell
38
-5
-12% -$18 ﹤0.01% 2719
2023
Q2 		$0 Buy
43
+24
+126% +$73 ﹤0.01% 2652
2023
Q1 		$0 Hold
19
– – ﹤0.01% 2587
2022
Q4 		$0 Sell
19
-1
-5% -$4 ﹤0.01% 2609
2022
Q3 		$0 Sell
20
-3
-13% -$17 ﹤0.01% 2597
2022
Q2 		$0 Sell
23
-6
-21% -$64 ﹤0.01% 2375
2022
Q1 		$0 Sell
29
-1
-3% -$17 ﹤0.01% 2489
2021
Q4 		$1K Buy
+30
New +$595 ﹤0.01% 1944

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