RhumbLine Advisers
SWIM icon

RhumbLine Advisers’s Latham Group SWIM Stock Holding History

RhumbLine Advisers’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 		$295K Sell
54,960
-51
-0.1% -$325 ﹤0.01% 2913
2025
Q4 		$349K Sell
55,011
-7,128
-11% -$49.9K ﹤0.01% 2884
2025
Q3 		$473K Sell
62,139
-1,500
-2% -$11K ﹤0.01% 2733
2025
Q2 		$406K Buy
63,639
+1,672
+3% +$9.72K ﹤0.01% 2813
2025
Q1 		$398K Sell
61,967
-2,535
-4% -$17.1K ﹤0.01% 2717
2024
Q4 		$449K Buy
64,502
+2,942
+5% +$19.7K ﹤0.01% 2741
2024
Q3 		$419K Sell
61,560
-2,927
-5% -$14.2K ﹤0.01% 2822
2024
Q2 		$195K Buy
64,487
+858
+1% +$2.99K ﹤0.01% 3234
2024
Q1 		$252K Sell
63,629
-1,838
-3% -$5.24K ﹤0.01% 3065
2023
Q4 		$172K Buy
65,467
+149
+0.2% +$369 ﹤0.01% 3258
2023
Q3 		$183K Buy
65,318
+663
+1% +$2.4K ﹤0.01% 3205
2023
Q2 		$240K Buy
64,655
+6,886
+12% +$21K ﹤0.01% 3144
2023
Q1 		$165K Sell
57,769
-343
-0.6% -$1.2K ﹤0.01% 2780
2022
Q4 		$187K Buy
58,112
+3,617
+7% +$13K ﹤0.01% 2806
2022
Q3 		$196K Buy
54,495
+3,556
+7% +$20.3K ﹤0.01% 2901
2022
Q2 		$353K Buy
50,939
+13,171
+35% +$140K ﹤0.01% 2670
2022
Q1 		$500K Buy
37,768
+9,987
+36% +$166K ﹤0.01% 2428
2021
Q4 		$695K Buy
27,781
+8,452
+44% +$167K ﹤0.01% 2365
2021
Q3 		$317K Buy
19,329
+1,100
+6% +$25.6K ﹤0.01% 2746
2021
Q2 		$583K Buy
+18,229
New +$532K ﹤0.01% 2496

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 $5.72T 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

RhumbLine Advisers's SWIM Position: Q1 2026 in Review

RhumbLine Advisers reduced its Latham Group (SWIM) stake by 0.09% in Q1 2026, selling an estimated $325 and leaving 54,960 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

RhumbLine Advisers first reported a position in SWIM in Q2 2021 and has held it in 20 quarters since. The position peaked at $695K in Q4 2021. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • RhumbLine Advisers held 54,960 shares of Latham Group worth $295K as of Q1 2026.
  • RhumbLine Advisers sold 51 Latham Group shares in Q1 2026, an estimated $325.
  • Latham Group made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #2913 holding.
  • RhumbLine Advisers first reported a position in Latham Group in Q2 2021 and has held it in 20 quarters since.
  • RhumbLine Advisers's Latham Group position peaked at $695K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.