Morgan Stanley Swiss Helvetia Fund, Inc. Transaction History
Morgan Stanley
- $1.36 Trillion
- Q1 2025
A detailed history of Morgan Stanley transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Morgan Stanley holds 60,460 shares of SWZ stock, worth $381,502. This represents 0.0% of its overall portfolio holdings.
Number of Shares
60,460
Previous 98,061
38.34%
Holding current value
$381,502
Previous $734,000
24.11%
% of portfolio
0.0%
Previous 0.0%
Shares
20 transactions
Others Institutions Holding SWZ
# of Institutions
39Shares Held
5.93MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC1.93MShares$12.2 Million0.03% of portfolio
-
Lazard Asset Management LLC New York, NY1.53MShares$9.64 Million0.02% of portfolio
-
Css LLC Chicago, IL378KShares$2.38 Million0.42% of portfolio
-
Tom Russo Gardner Russo & Quinn LLC293KShares$1.85 Million0.04% of portfolio
-
Karpus Management, Inc. Pittsford, NY247KShares$1.56 Million0.09% of portfolio
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...