HighTower Advisors
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HighTower Advisors’s Latham Group SWIM Stock Holding History

HighTower 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
2024
Q1 		– Sell
-38,326
Closed -$80K – 3985
2023
Q4 		$80K Sell
38,326
-4,858
-11% -$12K ﹤0.01% 3241
2023
Q3 		$103K Sell
43,184
-670
-2% -$2.42K ﹤0.01% 3099
2023
Q2 		$154K Sell
43,854
-227
-0.5% -$694 ﹤0.01% 2958
2023
Q1 		$109K Buy
44,081
+4,784
+12% +$16.8K ﹤0.01% 2926
2022
Q4 		$114K Sell
39,297
-5,160
-12% -$18.6K ﹤0.01% 2923
2022
Q3 		$150K Sell
44,457
-6,261
-12% -$35.7K ﹤0.01% 2675
2022
Q2 		$351K Buy
50,718
+23,130
+84% +$246K ﹤0.01% 2258
2022
Q1 		$373K Buy
+27,588
New +$459K ﹤0.01% 2364

Other funds holding SWIM

VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HighTower Advisors's SWIM Position: Q1 2024 in Review

HighTower Advisors sold out of Latham Group (SWIM) in Q1 2024, closing a stake of 38,326 shares — an estimated $80K sold.

HighTower Advisors first reported a position in SWIM in Q1 2022 and held it in 8 quarters. The position peaked at $373K in Q1 2022. 105 funds tracked by Wall St. Rank hold SWIM as of Q1 2024.

  • HighTower Advisors reported no remaining Latham Group position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 38,326 Latham Group shares in Q1 2024, an estimated $80K.
  • HighTower Advisors first reported a position in Latham Group in Q1 2022 and held it in 8 quarters.
  • HighTower Advisors's Latham Group position peaked at $373K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Latham Group as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.