Natixis Advisors
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Natixis Advisors’s Latham Group SWIM Stock Holding History

Natixis Advisors’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
Q2 		– Sell
-131,184
Closed -$844K – 1693
2025
Q1 		$844K Sell
131,184
-22,326
-15% -$150K ﹤0.01% 1319
2024
Q4 		$1.07M Buy
153,510
+102,062
+198% +$683K ﹤0.01% 1292
2024
Q3 		$350K Buy
+51,448
New +$250K ﹤0.01% 1515
2024
Q2 		– Sell
-63,720
Closed -$252K – 1628
2024
Q1 		$252K Sell
63,720
-813,359
-93% -$2.32M ﹤0.01% 1493
2023
Q4 		$2.31M Buy
877,079
+292,885
+50% +$725K 0.01% 966
2023
Q3 		$1.64M Sell
584,194
-21,044
-3% -$76.2K 0.01% 1045
2023
Q2 		$2.25M Buy
605,238
+26,753
+5% +$81.7K 0.01% 927
2023
Q1 		$1.65M Buy
578,485
+147,216
+34% +$517K 0.01% 1002
2022
Q4 		$1.39M Sell
431,269
-120,278
-22% -$434K 0.01% 1043
2022
Q3 		$1.98M Buy
551,547
+120,247
+28% +$686K 0.01% 897
2022
Q2 		$2.99M Buy
431,300
+208,113
+93% +$2.21M 0.01% 788
2022
Q1 		$2.96M Buy
+223,187
New +$3.71M 0.01% 848
2021
Q3 		– Sell
-11,012
Closed -$352K – 1346
2021
Q2 		$352K Buy
+11,012
New +$322K ﹤0.01% 1255

Other funds holding SWIM

PCM
Pamplona Capital Management New York $473M AUM 3.78% 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 $1.88B AUM 1.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Natixis Advisors's SWIM Position: Q2 2025 in Review

Natixis Advisors sold out of Latham Group (SWIM) in Q2 2025, closing a stake of 131,184 shares — an estimated $844K sold.

Natixis Advisors first reported a position in SWIM in Q2 2021 and held it in 13 quarters. The position peaked at $2.99M in Q2 2022. 128 funds tracked by Wall St. Rank hold SWIM as of Q2 2025.

  • Natixis Advisors reported no remaining Latham Group position as of Q2 2025 after selling out during the quarter.
  • Natixis Advisors sold 131,184 Latham Group shares in Q2 2025, an estimated $844K.
  • Natixis Advisors first reported a position in Latham Group in Q2 2021 and held it in 13 quarters.
  • Natixis Advisors's Latham Group position peaked at $2.99M in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q2 2025.

Based on Natixis Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.