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Institutional & Family Asset Management’s Latham Group SWIM Stock Holding History

Institutional & Family 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
2024
Q1 		– Sell
-249
Closed -$655 – 776
2023
Q4 		$655 Buy
249
+5
+2% +$12 ﹤0.01% 650
2023
Q3 		$683 Hold
244
– – ﹤0.01% 645
2023
Q2 		$905 Hold
244
– – ﹤0.01% 637
2023
Q1 		$698 Hold
244
– – ﹤0.01% 652
2022
Q4 		$786 Sell
244
-7
-3% -$25 ﹤0.01% 623
2022
Q3 		$1K Hold
251
– – ﹤0.01% 678
2022
Q2 		$2K Buy
251
+106
+73% +$1.13K ﹤0.01% 616
2022
Q1 		$2K Buy
+145
New +$2.41K ﹤0.01% 662

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

Institutional & Family Asset Management's SWIM Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Latham Group (SWIM) in Q1 2024, closing a stake of 249 shares — an estimated $655 sold.

Institutional & Family Asset Management first reported a position in SWIM in Q1 2022 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 105 funds tracked by Wall St. Rank hold SWIM as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining Latham Group position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 249 Latham Group shares in Q1 2024, an estimated $655.
  • Institutional & Family Asset Management first reported a position in Latham Group in Q1 2022 and held it in 8 quarters.
  • Institutional & Family Asset Management's Latham Group position peaked at $2K in Q2 2022.
  • 105 funds tracked by Wall St. Rank held Latham Group as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.