Number of Shares
184,566.00
Current Holdings Value*
CHF40.71 Mil
% of Portfolio
0.77%
Total Estimate Gain
CHF21.77 Mil
% of Total Estimate Gain
77.68%

THE CONTINENTAL SMALL COMPANY SERIES's Helvetia Holding AG Holding Summary

As of 2025-04-30, DFA INVESTMENT TRUST CO held 184,566.00 shares of Helvetia Holding AG(XSWX:HELN), totaling CHF40.71 Mil. This investment constitutes 0.77% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.35% of the outstanding Helvetia Holding AG(XSWX:HELN) stock.

The initial trade took place in 2021Q4. And since then THE CONTINENTAL SMALL COMPANY SERIES has made 4 purchases of XSWX:HELN, at an average price of CHF104.45, for a total of 268,301.00 shares. In addition, there have been 5 sales at an average price of CHF164.60 for 83,735.00 shares. Based on historical transaction data and XSWX:HELN's current price of CHF195.10, THE CONTINENTAL SMALL COMPANY SERIES's estimated gain on his XSWX:HELN holdings is CHF21.77 Mil, reflecting a 77.68% gain to date.

THE CONTINENTAL SMALL COMPANY SERIES XSWX:HELN (CHF195.10) Holding Chart

THE CONTINENTAL SMALL COMPANY SERIES XSWX:HELN (CHF195.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price CHF-/Share
Shares Sold 0 Average Price CHF-/Share
Current Price CHF0.00 Total Estimated Gain 0 %

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