Sit Investment Associates »

Swiss Helvetia Fund shares owned by Sit Investment Associates

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Sit Investment Associates from 13F filings

Historical chart of Sit Investment Associates investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Sit Investment Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Swiss Helvetia Fund by Sit Investment Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0k 300 6.67

More positions owned by Sit Investment Associates

Nvidia Corp Common (NVDA)
Broadcom Common (AVGO)
Microsoft Corp Common (MSFT)
Angel Oak Financial Strat Common (FINS)
Apple Common (AAPL)
Blackrock Core Bond Trust Bhk Common (BHK)
Blackrock Taxable Muni Bond Tr Common (BBN)
Putnam Premier Income Trust Pp Common (PPT)
Cornerstone Total Return Fd Cr Common (CRF)
Dws Municipal Income Trust Ktf Common (KTF)
Putnam Master Intermediate Common (PIM)
Mfs Intermediate Income Trust Common (MIN)
Alphabet Inc - Cl A Common (GOOGL)
Blackrock Multi Sector Inc Tr Common (BIT)
Blackrock Credit Allocation In Common (BTZ)

View all positions for Sit Investment Associates

Top funds holding Swiss Helvetia Fund

Allspring Global Investments Holdings
Deschutes Portfolio Strategy
CSS
Gardner Russo & Gardner
Rivernorth Capital Management
Saba Capital Management
Shaker Financial Services
Karpus Investment Management
Blue Bell Private Wealth Management
Yakira Capital Management
Uncommon Cents Investing
Commonwealth Equity Services
Uhlmann Price Securities
Brooklyn Capital Management
Boothbay Fund Management

View all funds holding Swiss Helvetia Fund