A detailed history of Allspring Global Investments Holdings, LLC transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Allspring Global Investments Holdings, LLC holds 2,149,803 shares of SWZ stock, worth $16.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,149,803
Previous 2,174,265 1.13%
Holding current value
$16.8 Million
Previous $17.5 Million 9.65%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$8.04 - $9.03 $196,674 - $220,891
-24,462 Reduced 1.13%
2,149,803 $19.2 Million
Q2 2024

Jul 26, 2024

BUY
$7.5 - $8.27 $1.11 Million - $1.23 Million
148,310 Added 7.32%
2,174,265 $17.5 Million
Q1 2024

Apr 18, 2024

SELL
$7.79 - $8.25 $505,337 - $535,177
-64,870 Reduced 3.1%
2,025,955 $16.1 Million
Q4 2023

Jan 25, 2024

SELL
$7.12 - $8.2 $82,015 - $94,455
-11,519 Reduced 0.55%
2,090,825 $17.1 Million
Q3 2023

Oct 27, 2023

BUY
$7.56 - $8.56 $15.9 Million - $18 Million
2,102,344 New
2,102,344 $16.1 Million
Q2 2023

Jul 18, 2023

BUY
$7.97 - $8.37 $2.14 Million - $2.24 Million
268,021 Added 17.54%
1,795,664 $14.8 Million
Q1 2023

Apr 13, 2023

BUY
$7.53 - $8.21 $1.13 Million - $1.23 Million
149,701 Added 10.86%
1,527,643 $12.1 Million
Q4 2022

Jan 23, 2023

BUY
$6.59 - $8.05 $1.21 Million - $1.48 Million
184,131 Added 15.42%
1,377,942 $10.4 Billion
Q3 2022

Oct 26, 2022

BUY
$6.65 - $8.23 $135,367 - $167,529
20,356 Added 1.73%
1,193,811 $8.11 Million
Q2 2022

Jul 25, 2022

SELL
$7.46 - $9.42 $56,800 - $71,723
-7,614 Reduced 0.64%
1,173,455 $9.22 Million
Q1 2022

May 02, 2022

BUY
$8.22 - $10.08 $113,148 - $138,751
13,765 Added 1.18%
1,181,069 $10.9 Million
Q4 2021

Jan 28, 2022

BUY
$9.11 - $9.94 $10.6 Million - $11.6 Million
1,167,304 New
1,167,304 $11.6 Million

Others Institutions Holding SWZ

About SWISS HELVETIA FUND, INC.


  • Ticker SWZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all ma...
More about SWZ
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