A detailed history of Aqr Arbitrage LLC transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Aqr Arbitrage LLC holds 39,365 shares of SWZ stock, worth $307,047. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,365
Previous 50,423 21.93%
Holding current value
$307,047
Previous $406,000 13.3%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$8.04 - $9.03 $88,906 - $99,853
-11,058 Reduced 21.93%
39,365 $352,000
Q2 2024

Aug 14, 2024

BUY
$7.5 - $8.27 $83,625 - $92,210
11,150 Added 28.39%
50,423 $406,000
Q1 2024

May 15, 2024

BUY
$7.79 - $8.25 $49,030 - $51,925
6,294 Added 19.08%
39,273 $311,000
Q4 2023

Feb 14, 2024

BUY
$7.12 - $8.2 $31,684 - $36,490
4,450 Added 15.6%
32,979 $270,000
Q3 2023

Nov 14, 2023

BUY
$7.56 - $8.56 $84,089 - $95,212
11,123 Added 63.9%
28,529 $217,000
Q2 2023

Aug 14, 2023

BUY
$7.97 - $8.37 $138,725 - $145,688
17,406 New
17,406 $143,000
Q1 2021

May 17, 2021

SELL
$8.68 - $9.34 $222,859 - $239,804
-25,675 Closed
0 $0
Q4 2020

Feb 16, 2021

SELL
$7.67 - $9.02 $1,265 - $1,488
-165 Reduced 0.64%
25,675 $230,000
Q3 2020

Nov 16, 2020

BUY
$7.9 - $8.62 $47,123 - $51,418
5,965 Added 30.01%
25,840 $214,000
Q2 2020

Aug 17, 2020

BUY
$6.83 - $7.99 $6,823 - $7,982
999 Added 5.29%
19,875 $156,000
Q1 2020

May 15, 2020

BUY
$5.95 - $8.84 $3,052 - $4,534
513 Added 2.79%
18,876 $131,000
Q4 2019

Feb 14, 2020

BUY
$7.85 - $8.41 $144,149 - $154,432
18,363 New
18,363 $154,000

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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