HF
SWIM icon

HRT Financial’s Latham Group SWIM Stock Holding History

HRT Financial’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
-64,712
Closed -$450K – 3355
2024
Q4 		$450K Buy
+64,712
New +$433K ﹤0.01% 1513
2023
Q2 		– Sell
-81,322
Closed -$232K – 3256
2023
Q1 		$232K Buy
+81,322
New +$286K ﹤0.01% 1857
2022
Q4 		– Sell
-29,501
Closed -$105K – 3116
2022
Q3 		$105K Sell
29,501
-53,239
-64% -$304K ﹤0.01% 2389
2022
Q2 		$573K Buy
+82,740
New +$879K 0.01% 1388

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

HRT Financial's SWIM Position: Q1 2025 in Review

HRT Financial sold out of Latham Group (SWIM) in Q1 2025, closing a stake of 64,712 shares — an estimated $450K sold.

HRT Financial first reported a position in SWIM in Q2 2022 and held it in 4 quarters. The position peaked at $573K in Q2 2022. 131 funds tracked by Wall St. Rank hold SWIM as of Q1 2025.

  • HRT Financial reported no remaining Latham Group position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 64,712 Latham Group shares in Q1 2025, an estimated $450K.
  • HRT Financial first reported a position in Latham Group in Q2 2022 and held it in 4 quarters.
  • HRT Financial's Latham Group position peaked at $573K in Q2 2022.
  • 131 funds tracked by Wall St. Rank held Latham Group as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.