Northern Trust
SWIM icon

Northern Trust’s Latham Group SWIM Stock Holding History

Northern 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
2026
Q1 		$2.17M Buy
404,644
+36,889
+10% +$235K ﹤0.01% 2935
2025
Q4 		$2.34M Sell
367,755
-27,314
-7% -$191K ﹤0.01% 2907
2025
Q3 		$3.01M Buy
395,069
+25,550
+7% +$188K ﹤0.01% 2807
2025
Q2 		$2.36M Buy
369,519
+46
+0% +$267 ﹤0.01% 2892
2025
Q1 		$2.38M Buy
369,473
+17,962
+5% +$121K ﹤0.01% 2825
2024
Q4 		$2.45M Buy
351,511
+35,416
+11% +$237K ﹤0.01% 2909
2024
Q3 		$2.15M Buy
316,095
+16,033
+5% +$78K ﹤0.01% 2960
2024
Q2 		$909K Sell
300,062
-8,363
-3% -$29.1K ﹤0.01% 3291
2024
Q1 		$1.22M Buy
308,425
+2,633
+0.9% +$7.5K ﹤0.01% 3224
2023
Q4 		$804K Sell
305,792
-9,587
-3% -$23.7K ﹤0.01% 3384
2023
Q3 		$883K Sell
315,379
-4,154
-1% -$15K ﹤0.01% 3341
2023
Q2 		$1.19M Sell
319,533
-91,419
-22% -$279K ﹤0.01% 3293
2023
Q1 		$1.18M Buy
410,952
+5,252
+1% +$18.4K ﹤0.01% 3168
2022
Q4 		$1.31M Buy
405,700
+32,051
+9% +$116K ﹤0.01% 3175
2022
Q3 		$1.34M Sell
373,649
-1,891
-0.5% -$10.8K ﹤0.01% 3200
2022
Q2 		$2.6M Buy
375,540
+6,047
+2% +$64.2K ﹤0.01% 2910
2022
Q1 		$4.89M Buy
369,493
+92,225
+33% +$1.53M ﹤0.01% 2594
2021
Q4 		$6.94M Buy
277,268
+67,844
+32% +$1.34M ﹤0.01% 2497
2021
Q3 		$3.44M Sell
209,424
-32,967
-14% -$768K ﹤0.01% 2976
2021
Q2 		$7.75M Buy
+242,391
New +$7.08M ﹤0.01% 2550

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