Stifel Financial
SWIM icon

Stifel Financial’s Latham Group SWIM Stock Holding History

Stifel Financial’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
2024
Q1 		– Sell
-111,862
Closed -$294K – 3422
2023
Q4 		$294K Sell
111,862
-15,219
-12% -$37.7K ﹤0.01% 2863
2023
Q3 		$356K Sell
127,081
-1,626
-1% -$5.88K ﹤0.01% 2690
2023
Q2 		$478K Sell
128,707
-2,443
-2% -$7.46K ﹤0.01% 2549
2023
Q1 		$375K Buy
131,150
+4,674
+4% +$16.4K ﹤0.01% 2679
2022
Q4 		$407K Sell
126,476
-11,118
-8% -$40.1K ﹤0.01% 2591
2022
Q3 		$494K Sell
137,594
-2,387
-2% -$13.6K ﹤0.01% 2441
2022
Q2 		$970K Buy
139,981
+63,208
+82% +$671K ﹤0.01% 2017
2022
Q1 		$1.02M Buy
+76,773
New +$1.28M ﹤0.01% 2101

Other funds holding SWIM

VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Stifel Financial's SWIM Position: Q1 2024 in Review

Stifel Financial sold out of Latham Group (SWIM) in Q1 2024, closing a stake of 111,862 shares — an estimated $294K sold.

Stifel Financial first reported a position in SWIM in Q1 2022 and held it in 8 quarters. The position peaked at $1.02M in Q1 2022. 105 funds tracked by Wall St. Rank hold SWIM as of Q1 2024.

  • Stifel Financial reported no remaining Latham Group position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 111,862 Latham Group shares in Q1 2024, an estimated $294K.
  • Stifel Financial first reported a position in Latham Group in Q1 2022 and held it in 8 quarters.
  • Stifel Financial's Latham Group position peaked at $1.02M in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Latham Group as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.