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 $1.75B AUM 1.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 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 $222M AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return