William Blair & Company

William Blair & Company’s Latham Group SWIM Stock Holding History

William Blair & Company’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 Q4	–	Sell	-13,456	Closed	-$91.5K	–	1884
2024 Q3	$91.5K	Sell	13,456 -3,567	-21%	-$17.4K	﹤0.01%	1549
2024 Q2	$51.6K	Hold	17,023	–	–	﹤0.01%	1594
2024 Q1	$67.4K	Sell	17,023 -41,826	-71%	-$119K	﹤0.01%	1564
2023 Q4	$155K	Sell	58,849 -28,204	-32%	-$69.8K	﹤0.01%	1445
2023 Q3	$244K	Buy	87,053 +10,017	+13%	+$36.3K	﹤0.01%	1319
2023 Q2	$286K	Sell	77,036 -45,366	-37%	-$139K	﹤0.01%	1262
2023 Q1	$350K	Buy	122,402 +19,773	+19%	+$69.4K	﹤0.01%	1171
2022 Q4	$330K	Buy	102,629 +22,492	+28%	+$81.1K	﹤0.01%	1189
2022 Q3	$288K	Sell	80,137 -17,024	-18%	-$97.2K	﹤0.01%	1249
2022 Q2	$673K	Buy	97,161 +16,596	+21%	+$176K	﹤0.01%	971
2022 Q1	$1.07M	Buy	80,565 +3,684	+5%	+$61.3K	﹤0.01%	900
2021 Q4	$1.92M	Buy	76,881 +26,594	+53%	+$527K	0.01%	740
2021 Q3	$825K	Buy	50,287 +40,489	+413%	+$944K	﹤0.01%	994
2021 Q2	$313K	Buy	+9,798	New	+$286K	﹤0.01%	1330

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KeyBank National Association

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Victory Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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