Swiss Helvetia Fund shares owned by Ancora Advisors
Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Ancora Advisors
from 13F filings
Historical chart of Ancora Advisors investment in Swiss Helvetia Fund
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All positions including Swiss Helvetia Fund held by Ancora Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.8k | 1.1k | 8.20 |
2023-09-30 | $8.2k | 1.1k | 7.64 |
2023-06-30 | $8.8k | 1.1k | 8.22 |
2023-03-31 | $8.5k | 1.1k | 7.93 |
2022-12-31 | $8.0k | 1.1k | 7.49 |
2022-09-30 | $7.0k | 1.1k | 6.55 |
2022-06-30 | $8.0k | 1.1k | 7.49 |
2022-03-31 | $9.0k | 1.1k | 8.35 |
2021-12-31 | $11k | 1.1k | 10.20 |
2021-09-30 | $10k | 1.1k | 9.28 |
2021-06-30 | $10k | 1.1k | 9.28 |
2021-03-31 | $9.0k | 1.1k | 8.35 |
2020-12-31 | $10k | 1.1k | 9.28 |
2020-09-30 | $9.0k | 1.1k | 8.35 |
2020-06-30 | $8.0k | 1.1k | 7.42 |
2020-03-31 | $7.8k | 1.1k | 7.19 |
2019-12-31 | $7.8k | 1.1k | 7.19 |
2018-09-30 | $113k | 13k | 8.45 |
2018-06-30 | $186k | 15k | 12.24 |
2018-03-31 | $310k | 25k | 12.29 |
2017-12-31 | $195k | 15k | 12.83 |
2017-09-30 | $198k | 16k | 12.79 |
2017-06-30 | $198k | 16k | 12.79 |
2017-03-31 | $460k | 40k | 11.58 |
2016-12-31 | $406k | 40k | 10.21 |
2016-09-30 | $189k | 18k | 10.66 |
2016-06-30 | $183k | 18k | 10.33 |
2016-03-31 | $177k | 17k | 10.15 |
2015-12-31 | $184k | 17k | 10.56 |
2015-09-30 | $189k | 17k | 10.84 |
2015-06-30 | $204k | 17k | 11.70 |
2015-03-31 | $0 | 0 | 0.00 |
2014-12-31 | $194k | 17k | 11.13 |
2014-09-30 | $236k | 17k | 13.54 |
2014-06-30 | $254k | 17k | 14.57 |
2014-03-31 | $251k | 17k | 14.40 |
2013-12-31 | $319k | 23k | 13.95 |
2013-09-30 | $325k | 23k | 14.21 |
2013-06-30 | $282k | 23k | 12.33 |
2013-03-31 | $280k | 23k | 12.24 |
2012-12-31 | $258k | 23k | 11.28 |
2012-09-30 | $374k | 35k | 10.77 |
2012-06-30 | $342k | 34k | 10.14 |
2012-03-31 | $314k | 28k | 11.20 |