A detailed history of City Of London Investment Management CO LTD transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, City Of London Investment Management CO LTD holds 45,679 shares of SWZ stock, worth $374,111. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,679
Previous 75,051 39.14%
Holding current value
$374,111
Previous $595,000 38.15%
% of portfolio
0.03%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$7.5 - $8.27 $220,290 - $242,906
-29,372 Reduced 39.14%
45,679 $368,000
Q4 2023

Feb 09, 2024

SELL
$7.12 - $8.2 $87,341 - $100,589
-12,267 Reduced 14.05%
75,051 $615,000
Q2 2023

Aug 11, 2023

SELL
$7.97 - $8.37 $2.86 Million - $3 Million
-358,407 Reduced 80.41%
87,318 $717,000
Q1 2023

May 12, 2023

SELL
$7.53 - $8.21 $908,765 - $990,832
-120,686 Reduced 21.31%
445,725 $3.53 Million
Q4 2022

Feb 10, 2023

SELL
$6.59 - $8.05 $105,051 - $128,325
-15,941 Reduced 2.74%
566,411 $4.28 Million
Q3 2022

Nov 10, 2022

SELL
$6.65 - $8.23 $858,820 - $1.06 Million
-129,146 Reduced 18.15%
582,352 $3.94 Million
Q2 2022

Aug 12, 2022

SELL
$7.46 - $9.42 $73,816 - $93,210
-9,895 Reduced 1.37%
711,498 $5.6 Million
Q4 2021

Feb 11, 2022

BUY
$9.11 - $9.94 $304,128 - $331,836
33,384 Added 4.85%
721,393 $7.17 Million
Q4 2020

Feb 12, 2021

BUY
$7.67 - $9.02 $1.58 Million - $1.86 Million
206,113 Added 42.77%
688,009 $6.15 Million
Q3 2020

Nov 13, 2020

BUY
$7.9 - $8.62 $1.3 Million - $1.42 Million
164,974 Added 52.06%
481,896 $3.97 Million
Q2 2020

Aug 13, 2020

BUY
$6.83 - $7.99 $1.67 Million - $1.95 Million
244,351 Added 336.71%
316,922 $2.48 Million
Q1 2020

May 13, 2020

SELL
$5.95 - $8.84 $22,217 - $33,008
-3,734 Reduced 4.89%
72,571 $503,000
Q4 2019

Feb 12, 2020

BUY
$7.85 - $8.41 $328,396 - $351,823
41,834 Added 121.36%
76,305 $642,000
Q2 2019

Aug 09, 2019

BUY
$7.45 - $7.92 $110,751 - $117,738
14,866 Added 75.83%
34,471 $273,000
Q1 2019

May 10, 2019

BUY
$6.88 - $7.84 $134,882 - $153,703
19,605 New
19,605 $149,000
Q3 2018

Nov 13, 2018

SELL
$8.51 - $13.39 $4.84 Million - $7.61 Million
-568,281 Closed
0 $0
Q2 2018

Aug 10, 2018

BUY
$12.03 - $12.48 $672,717 - $697,881
55,920 Added 10.91%
568,281 $7.01 Million
Q1 2018

May 11, 2018

BUY
$12.25 - $13.67 $2.41 Million - $2.69 Million
196,526 Added 62.22%
512,361 $6.28 Million
Q4 2017

Feb 09, 2018

BUY
$12.38 - $12.86 $1.45 Million - $1.51 Million
117,080 Added 58.91%
315,835 $4.04 Million
Q3 2017

Nov 09, 2017

BUY
$12.53 - $12.83 $2.49 Million - $2.55 Million
198,755
198,755 $2.54 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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