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EP Wealth Advisors’s Latham Group SWIM Stock Holding History

EP Wealth 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
2025
Q1 		– Sell
-43,575
Closed -$303K – 1367
2024
Q4 		$303K Buy
43,575
+3,883
+10% +$26K ﹤0.01% 868
2024
Q3 		$270K Buy
+39,692
New +$193K ﹤0.01% 899

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EP Wealth Advisors's SWIM Position: Q1 2025 in Review

EP Wealth Advisors sold out of Latham Group (SWIM) in Q1 2025, closing a stake of 43,575 shares — an estimated $303K sold.

EP Wealth Advisors first reported a position in SWIM in Q3 2024 and held it in 2 quarters. The position peaked at $303K in Q4 2024. 131 funds tracked by Wall St. Rank hold SWIM as of Q1 2025.

  • EP Wealth Advisors reported no remaining Latham Group position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 43,575 Latham Group shares in Q1 2025, an estimated $303K.
  • EP Wealth Advisors first reported a position in Latham Group in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Latham Group position peaked at $303K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held Latham Group as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.