Fidelity Investments
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Fidelity Investments’s Latham Group SWIM Stock Holding History

Fidelity Investments’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 		$19.7M Sell
3,669,590
-443,017
-11% -$2.82M ﹤0.01% 1787
2025
Q4 		$26.1M Sell
4,112,607
-103,059
-2% -$721K ﹤0.01% 1678
2025
Q3 		$32.1M Sell
4,215,666
-213,489
-5% -$1.57M ﹤0.01% 1607
2025
Q2 		$28.3M Buy
4,429,155
+1,148,585
+35% +$6.67M ﹤0.01% 1585
2025
Q1 		$21.1M Buy
3,280,570
+2,689,791
+455% +$18.1M ﹤0.01% 1658
2024
Q4 		$4.11M Buy
590,779
+583,540
+8,061% +$3.9M ﹤0.01% 2225
2024
Q3 		$49.2K Buy
7,239
+3,123
+76% +$15.2K ﹤0.01% 3793
2024
Q2 		$12.5K Buy
4,116
+2,540
+161% +$8.85K ﹤0.01% 4253
2024
Q1 		$6.24K Sell
1,576
-1,110
-41% -$3.16K ﹤0.01% 4435
2023
Q4 		$7.06K Buy
2,686
+937
+54% +$2.32K ﹤0.01% 4347
2023
Q3 		$4.9K Buy
1,749
+968
+124% +$3.5K ﹤0.01% 4334
2023
Q2 		$2.9K Sell
781
-370
-32% -$1.13K ﹤0.01% 4506
2023
Q1 		$3.29K Buy
1,151
+143
+14% +$502 ﹤0.01% 4497
2022
Q4 		$3.25K Buy
1,008
+317
+46% +$1.14K ﹤0.01% 4386
2022
Q3 		$2K Buy
691
+583
+540% +$3.33K ﹤0.01% 4596
2022
Q2 		$1K Sell
108
-253
-70% -$2.69K ﹤0.01% 4800
2022
Q1 		$5K Buy
+361
New +$6K ﹤0.01% 4450
2021
Q3 		– Sell
-1,396,100
Closed -$44.6M – 4999
2021
Q2 		$44.6M Buy
+1,396,100
New +$40.8M ﹤0.01% 1493

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return