A detailed history of Private Management Group Inc transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Private Management Group Inc holds 10,545 shares of SWZ stock, worth $63,270. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,545
Holding current value
$63,270
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$6.0 - $6.34 $63,270 - $66,855
10,545 New
10,545 $301 Million
Q2 2025

Aug 12, 2025

BUY
$6.14 - $9.38 $64,746 - $98,912
10,545 New
10,545 $66,000

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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