Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Latham Group SWIM Stock Holding History

Kayne Anderson Rudnick 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
-50
Closed -$348 – 1013
2024
Q4 		$348 Hold
50
– – ﹤0.01% 957
2024
Q3 		$340 Sell
50
-30
-38% -$146 ﹤0.01% 954
2024
Q2 		$242 Hold
80
– – ﹤0.01% 964
2024
Q1 		$317 Sell
80
-22,499
-100% -$64.1K ﹤0.01% 933
2023
Q4 		$59.4K Sell
22,579
-3,710,318
-99% -$9.18M ﹤0.01% 513
2023
Q3 		$10.5M Sell
3,732,897
-1,887,760
-34% -$6.83M 0.03% 250
2023
Q2 		$20.9M Sell
5,620,657
-533,389
-9% -$1.63M 0.06% 189
2023
Q1 		$17.6M Buy
6,154,046
+218,368
+4% +$767K 0.05% 202
2022
Q4 		$19.1M Sell
5,935,678
-266,867
-4% -$962K 0.06% 198
2022
Q3 		$22.3M Sell
6,202,545
-1,442,583
-19% -$8.23M 0.07% 176
2022
Q2 		$53M Sell
7,645,128
-1,314,115
-15% -$14M 0.17% 128
2022
Q1 		$119M Buy
8,959,243
+1,405,240
+19% +$23.4M 0.32% 95
2021
Q4 		$189M Buy
7,554,003
+37,096
+0.5% +$735K 0.44% 79
2021
Q3 		$123M Buy
7,516,907
+2,946,978
+64% +$68.7M 0.3% 98
2021
Q2 		$146M Buy
+4,569,929
New +$133M 0.36% 89

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 40.89% 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

Kayne Anderson Rudnick Investment Management's SWIM Position: Q1 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Latham Group (SWIM) in Q1 2025, closing a stake of 50 shares — an estimated $348 sold.

Kayne Anderson Rudnick Investment Management first reported a position in SWIM in Q2 2021 and held it in 15 quarters. The position peaked at $189M in Q4 2021. 131 funds tracked by Wall St. Rank hold SWIM as of Q1 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining Latham Group position as of Q1 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 50 Latham Group shares in Q1 2025, an estimated $348.
  • Kayne Anderson Rudnick Investment Management first reported a position in Latham Group in Q2 2021 and held it in 15 quarters.
  • Kayne Anderson Rudnick Investment Management's Latham Group position peaked at $189M in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Latham Group as of Q1 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2025, filed 14 May 2025.