THE CONTINENTAL SMALL COMPANY SERIES XSWX:HELN Holdings History
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 CHF195.70, THE CONTINENTAL SMALL COMPANY SERIES's estimated gain on his XSWX:HELN holdings is CHF21.88 Mil, reflecting a 78.08% gain to date.
THE CONTINENTAL SMALL COMPANY SERIES XSWX:HELN (CHF195.70) Holding Chart
THE CONTINENTAL SMALL COMPANY SERIES XSWX:HELN (CHF195.70) 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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