Jacobs Levy Equity Management
SWIM icon

Jacobs Levy Equity Management’s Latham Group SWIM Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		$2.36M Buy
439,129
+415,298
+1,743% +$2.65M 0.01% 553
2025
Q4 		$151K Buy
+23,831
New +$167K ﹤0.01% 899
2025
Q2 		– Sell
-345,264
Closed -$2.22M – 1158
2025
Q1 		$2.22M Sell
345,264
-399,031
-54% -$2.68M 0.01% 635
2024
Q4 		$5.18M Buy
+744,295
New +$4.98M 0.02% 428
2024
Q3 		– Sell
-70,893
Closed -$215K – 1044
2024
Q2 		$215K Sell
70,893
-64,559
-48% -$225K ﹤0.01% 914
2024
Q1 		$536K Sell
135,452
-374,950
-73% -$1.07M ﹤0.01% 811
2023
Q4 		$1.34M Buy
510,402
+417,435
+449% +$1.03M 0.01% 673
2023
Q3 		$260K Buy
+92,967
New +$336K ﹤0.01% 891

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return