EF
SWIM icon

Empowered Funds’s Latham Group SWIM Stock Holding History

Empowered Funds’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 		$542K Sell
100,972
-110,000
-52% -$701K ﹤0.01% 1621
2025
Q4 		$1.34M Sell
210,972
-292,516
-58% -$2.05M 0.02% 589
2025
Q3 		$3.83M Buy
503,488
+58,292
+13% +$429K 0.04% 590
2025
Q2 		$2.84M Buy
445,196
+39,989
+10% +$232K 0.03% 662
2025
Q1 		$2.61M Buy
405,207
+27,916
+7% +$188K 0.04% 618
2024
Q4 		$2.63M Buy
377,291
+18,364
+5% +$123K 0.04% 603
2024
Q3 		$2.44M Buy
358,927
+66,647
+23% +$324K 0.04% 600
2024
Q2 		$886K Buy
292,280
+21,060
+8% +$73.4K 0.02% 897
2024
Q1 		$1.07M Buy
271,220
+20,475
+8% +$58.4K 0.02% 841
2023
Q4 		$659K Buy
250,745
+81,102
+48% +$201K 0.02% 921
2023
Q3 		$475K Buy
+169,643
New +$614K 0.01% 936

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