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Gemmer Asset Management’s Latham Group SWIM Stock Holding History

Gemmer Asset 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
2021
Q4 		– Sell
-200
Closed -$3K – 1321
2021
Q3 		$3K Buy
+200
New +$4.66K ﹤0.01% 1148

Other funds holding SWIM

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Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Gemmer Asset Management's SWIM Position: Q4 2021 in Review

Gemmer Asset Management sold out of Latham Group (SWIM) in Q4 2021, closing a stake of 200 shares — an estimated $3K sold.

Gemmer Asset Management first reported a position in SWIM in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 80 funds tracked by Wall St. Rank hold SWIM as of Q4 2021.

  • Gemmer Asset Management reported no remaining Latham Group position as of Q4 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 200 Latham Group shares in Q4 2021, an estimated $3K.
  • Gemmer Asset Management first reported a position in Latham Group in Q3 2021 and held it in 1 quarter.
  • Gemmer Asset Management's Latham Group position peaked at $3K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held Latham Group as of Q4 2021.

Based on Gemmer Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.