Janney Montgomery Scott
SWIM icon

Janney Montgomery Scott’s Latham Group SWIM Stock Holding History

Janney Montgomery Scott’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
2023
Q4 		– Sell
-36,992
Closed -$104K – 2751
2023
Q3 		$104K Buy
+36,992
New +$134K ﹤0.01% 2473
2023
Q2 		– Sell
-84,701
Closed -$242K – 2734
2023
Q1 		$242K Buy
84,701
+4,907
+6% +$17.2K ﹤0.01% 2177
2022
Q4 		$257K Sell
79,794
-30,448
-28% -$110K ﹤0.01% 2226
2022
Q3 		$396K Buy
+110,242
New +$629K ﹤0.01% 1843

Other funds holding SWIM

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Janney Montgomery Scott's SWIM Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Latham Group (SWIM) in Q4 2023, closing a stake of 36,992 shares — an estimated $104K sold.

Janney Montgomery Scott first reported a position in SWIM in Q3 2022 and held it in 4 quarters. The position peaked at $396K in Q3 2022. 110 funds tracked by Wall St. Rank hold SWIM as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Latham Group position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 36,992 Latham Group shares in Q4 2023, an estimated $104K.
  • Janney Montgomery Scott first reported a position in Latham Group in Q3 2022 and held it in 4 quarters.
  • Janney Montgomery Scott's Latham Group position peaked at $396K in Q3 2022.
  • 110 funds tracked by Wall St. Rank held Latham Group as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.