CCM
SWIM icon

Cullen Capital Management’s Latham Group SWIM Stock Holding History

Cullen 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
2026
Q1 		$577K Buy
107,394
+3,095
+3% +$19.7K 0.01% 159
2025
Q4 		$662K Buy
104,299
+9,870
+10% +$69K 0.01% 159
2025
Q3 		$719K Hold
94,429
– – 0.01% 149
2025
Q2 		$602K Hold
94,429
– – 0.01% 156
2025
Q1 		$607K Sell
94,429
-310
-0.3% -$2.08K 0.01% 146
2024
Q4 		$659K Sell
94,739
-24,841
-21% -$166K 0.01% 165
2024
Q3 		$813K Buy
119,580
+1,197
+1% +$5.82K 0.01% 134
2024
Q2 		$359K Sell
118,383
-38
-0% -$132 ﹤0.01% 171
2024
Q1 		$469K Buy
118,421
+42,362
+56% +$121K 0.01% 152
2023
Q4 		$200K Buy
76,059
+25,491
+50% +$63.1K ﹤0.01% 209
2023
Q3 		$142K Buy
50,568
+33,718
+200% +$122K ﹤0.01% 201
2023
Q2 		$62.5K Buy
+16,850
New +$51.5K ﹤0.01% 288

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