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MassMutual Private Wealth & Trust’s Latham Group SWIM Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-125
Closed -$464 – 2048
2023
Q2 		$464 Buy
+125
New +$382 ﹤0.01% 1790
2022
Q3 		– Sell
-52
Closed – – 1808
2022
Q2 		$0 Buy
+52
New +$552 ﹤0.01% 1704

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Victory Capital Management
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EMCIP
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FAM
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VC
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FG
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Alyeska Investment Group
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MassMutual Private Wealth & Trust's SWIM Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Latham Group (SWIM) in Q3 2023, closing a stake of 125 shares — an estimated $464 sold.

MassMutual Private Wealth & Trust first reported a position in SWIM in Q2 2022 and held it in 2 quarters. The position peaked at $464 in Q2 2023. 107 funds tracked by Wall St. Rank hold SWIM as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining Latham Group position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 125 Latham Group shares in Q3 2023, an estimated $464.
  • MassMutual Private Wealth & Trust first reported a position in Latham Group in Q2 2022 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Latham Group position peaked at $464 in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Latham Group as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.