HIM
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Hillsdale Investment Management’s Latham Group SWIM Stock Holding History

Hillsdale Investment 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
2025
Q1 		– Sell
-31,600
Closed -$220K – 700
2024
Q4 		$220K Sell
31,600
-589,963
-95% -$3.95M 0.01% 403
2024
Q3 		$4.23M Buy
621,563
+556,963
+862% +$2.71M 0.33% 97
2024
Q2 		$196K Buy
+64,600
New +$225K 0.02% 379

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

Hillsdale Investment Management's SWIM Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Latham Group (SWIM) in Q1 2025, closing a stake of 31,600 shares — an estimated $220K sold.

Hillsdale Investment Management first reported a position in SWIM in Q2 2024 and held it in 3 quarters. The position peaked at $4.23M in Q3 2024. 131 funds tracked by Wall St. Rank hold SWIM as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Latham Group position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 31,600 Latham Group shares in Q1 2025, an estimated $220K.
  • Hillsdale Investment Management first reported a position in Latham Group in Q2 2024 and held it in 3 quarters.
  • Hillsdale Investment Management's Latham Group position peaked at $4.23M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Latham Group as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.