UMB Bank’s Latham Group SWIM Stock Holding History

UMB Bank’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
2022 Q4	–	Sell	-2,035	Closed	-$7K	–	1826
2022 Q3	$7K	Buy	+2,035	New	+$11.6K	﹤0.01%	1405

Other funds holding SWIM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

UMB Bank's SWIM Position: Q4 2022 in Review

UMB Bank sold out of Latham Group (SWIM) in Q4 2022, closing a stake of 2,035 shares — an estimated $7K sold.

UMB Bank first reported a position in SWIM in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 129 funds tracked by Wall St. Rank hold SWIM as of Q4 2022.

UMB Bank reported no remaining Latham Group position as of Q4 2022 after selling out during the quarter.
UMB Bank sold 2,035 Latham Group shares in Q4 2022, an estimated $7K.
UMB Bank first reported a position in Latham Group in Q3 2022 and held it in 1 quarter.
UMB Bank's Latham Group position peaked at $7K in Q3 2022.
129 funds tracked by Wall St. Rank held Latham Group as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.