William Blair & Company
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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

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
WCPI
Wynnchurch Capital Partners IV Rosemont, Illinois $44.8M AUM 11.91% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return

William Blair & Company's SWIM Position: Q4 2024 in Review

William Blair & Company sold out of Latham Group (SWIM) in Q4 2024, closing a stake of 13,456 shares — an estimated $91.5K sold.

William Blair & Company first reported a position in SWIM in Q2 2021 and held it in 14 quarters. The position peaked at $1.92M in Q4 2021. 140 funds tracked by Wall St. Rank hold SWIM as of Q4 2024.

  • William Blair & Company reported no remaining Latham Group position as of Q4 2024 after selling out during the quarter.
  • William Blair & Company sold 13,456 Latham Group shares in Q4 2024, an estimated $91.5K.
  • William Blair & Company first reported a position in Latham Group in Q2 2021 and held it in 14 quarters.
  • William Blair & Company's Latham Group position peaked at $1.92M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Latham Group as of Q4 2024.

Based on William Blair & Company's 13F filing for Q4 2024, filed 12 Feb 2025.