A detailed history of Northern Trust Corp transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Northern Trust Corp holds 13,017 shares of SWZ stock, worth $106,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,017
Holding current value
$106,609
% of portfolio
0.0%

Shares

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

Aug 14, 2024

BUY
$7.5 - $8.27 $97,627 - $107,650
13,017 New
13,017 $105,000
Q2 2018

Aug 14, 2018

SELL
$12.03 - $12.48 $151,734 - $157,410
-12,613 Closed
0 $0
Q1 2018

May 09, 2018

SELL
$12.25 - $13.67 $6,137 - $6,848
-501 Reduced 3.82%
12,613 $155,000
Q4 2017

Feb 14, 2018

BUY
$12.38 - $12.86 $162,351 - $168,646
13,114
13,114 $168,000

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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