O'Shaughnessy Asset Management’s Latham Group SWIM Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SWIM Stock Details SWIM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$187K	Sell
2025 Q1	$221K	Sell
2024 Q4	$299K	Sell
2024 Q3	$303K	Buy
2024 Q2	$89.6K	Buy