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ELCO Management’s Latham Group SWIM Stock Holding History

ELCO 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 		$312K Sell
58,104
-15,406
-21% -$98.2K 0.15% 120
2025
Q4 		$467K Buy
73,510
+7,461
+11% +$52.2K 0.29% 75
2025
Q3 		$503K Sell
66,049
-26,287
-28% -$193K 0.26% 76
2025
Q2 		$589K Sell
92,336
-21,552
-19% -$125K 0.31% 70
2025
Q1 		$732K Sell
113,888
-13,647
-11% -$91.8K 0.4% 52
2024
Q4 		$888K Sell
127,535
-8,658
-6% -$57.9K 0.47% 50
2024
Q3 		$926K Buy
136,193
+38,431
+39% +$187K 0.5% 47
2024
Q2 		$296K Buy
97,762
+7,762
+9% +$27.1K 0.17% 118
2024
Q1 		$356K Buy
+90,000
New +$257K 0.22% 102
2023
Q4 		– Sell
-42,296
Closed -$118K – 147
2023
Q3 		$118K Buy
+42,296
New +$153K 0.09% 127
2022
Q3 		– Sell
-17,511
Closed -$122K – 149
2022
Q2 		$122K Hold
17,511
– – 0.1% 128
2022
Q1 		$232K Buy
+17,511
New +$291K 0.16% 129

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 $5.72T 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

ELCO Management's SWIM Position: Q1 2026 in Review

ELCO Management reduced its Latham Group (SWIM) stake by 21% in Q1 2026, selling an estimated $98.2K and leaving 58,104 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #120.

ELCO Management first reported a position in SWIM in Q1 2022 and has held it in 12 quarters since. The position peaked at $926K in Q3 2024. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • ELCO Management held 58,104 shares of Latham Group worth $312K as of Q1 2026.
  • ELCO Management sold 15,406 Latham Group shares in Q1 2026, an estimated $98.2K.
  • Latham Group made up 0.15% of ELCO Management's portfolio in Q1 2026, its #120 holding.
  • ELCO Management first reported a position in Latham Group in Q1 2022 and has held it in 12 quarters since.
  • ELCO Management's Latham Group position peaked at $926K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.