Y-Intercept (HK)
SWIM icon

Y-Intercept (HK)’s Latham Group SWIM Stock Holding History

Y-Intercept (HK)’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
2026
Q3 		– Sell
-24,705
Closed -$160K – 2077
2026
Q2 		$160K Sell
24,705
-15,719
-39% -$88.3K ﹤0.01% 1586
2026
Q1 		$217K Sell
40,424
-753
-2% -$4.8K ﹤0.01% 1432
2025
Q4 		$261K Buy
+41,177
New +$288K 0.01% 1390
2025
Q3 		– Sell
-48,345
Closed -$308K – 2029
2025
Q2 		$308K Buy
48,345
+23,452
+94% +$136K 0.01% 1352
2025
Q1 		$160K Buy
24,893
+7,888
+46% +$53.1K 0.01% 1082
2024
Q4 		$118K Buy
+17,005
New +$114K 0.01% 1093
2023
Q3 		– Sell
-27,847
Closed -$103K – 1573
2023
Q2 		$103K Buy
+27,847
New +$85.1K 0.01% 1090
2022
Q3 		– Sell
-10,358
Closed -$72K – 1258
2022
Q2 		$72K Buy
+10,358
New +$110K 0.01% 735

Other funds holding SWIM

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AdviceOne Advisory Services
AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK)'s SWIM Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Latham Group (SWIM) in Q3 2026, closing a stake of 24,705 shares — an estimated $160K sold.

Y-Intercept (HK) first reported a position in SWIM in Q2 2022 and held it in 8 quarters. The position peaked at $308K in Q2 2025. 23 funds tracked by Wall St. Rank hold SWIM as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Latham Group position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 24,705 Latham Group shares in Q3 2026, an estimated $160K.
  • Y-Intercept (HK) first reported a position in Latham Group in Q2 2022 and held it in 8 quarters.
  • Y-Intercept (HK)'s Latham Group position peaked at $308K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Latham Group as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.