QT
SWIM icon

Quantbot Technologies’s Latham Group SWIM Stock Holding History

Quantbot Technologies’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 		– Sell
-989
Closed -$6.28K – 2144
2025
Q4 		$6.28K Sell
989
-22,281
-96% -$156K ﹤0.01% 1614
2025
Q3 		$177K Buy
23,270
+23,138
+17,529% +$170K ﹤0.01% 1327
2025
Q2 		$842 Buy
+132
New +$767 ﹤0.01% 1582
2023
Q4 		– Sell
-4,027
Closed -$11.3K – 1975
2023
Q3 		$11.3K Buy
+4,027
New +$14.6K ﹤0.01% 1399
2022
Q3 		– Sell
-20,819
Closed -$144K – 2069
2022
Q2 		$144K Buy
20,819
+7,197
+53% +$76.4K 0.01% 1038
2022
Q1 		$180K Buy
+13,622
New +$227K 0.02% 898

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