Federated Hermes
SWIM icon

Federated Hermes’s Latham Group SWIM Stock Holding History

Federated Hermes’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
2024
Q4 		– Sell
-6
Closed -$41 – 2185
2024
Q3 		$41 Buy
6
+5
+500% +$24 ﹤0.01% 2026
2024
Q2 		$3 Buy
+1
New +$3 ﹤0.01% 2016
2022
Q4 		– Sell
-1
Closed -$1K – 2278
2022
Q3 		$1K Buy
+1
New +$6 ﹤0.01% 2080
2022
Q2 		– Sell
-1,480,500
Closed -$19.6M – 2271
2022
Q1 		$19.6M Buy
1,480,500
+410,500
+38% +$6.83M 0.04% 449
2021
Q4 		$26.8M Buy
1,070,000
+163,200
+18% +$3.23M 0.05% 421
2021
Q3 		$14.9M Buy
906,800
+106,800
+13% +$2.49M 0.03% 547
2021
Q2 		$25.6M Buy
+800,000
New +$23.4M 0.05% 427

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 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 $1.75B AUM 1.03% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return