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Aperio Group’s Willis Towers Watson WTW Stock Holding History

Aperio Group’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$12.7M Sell
60,101
-1,611
-3% -$332K 0.04% 464
2020
Q3 		$12.9M Buy
61,712
+1,368
+2% +$279K 0.04% 394
2020
Q2 		$11.9M Buy
60,344
+4,370
+8% +$837K 0.04% 405
2020
Q1 		$9.51M Buy
55,974
+12,200
+28% +$2.4M 0.04% 429
2019
Q4 		$8.84M Buy
43,774
+729
+2% +$140K 0.03% 537
2019
Q3 		$8.31M Buy
43,045
+2,612
+6% +$510K 0.03% 538
2019
Q2 		$7.74M Buy
40,433
+2,332
+6% +$422K 0.03% 566
2019
Q1 		$6.69M Buy
38,101
+3,268
+9% +$542K 0.03% 585
2018
Q4 		$5.29M Buy
34,833
+9,501
+38% +$1.42M 0.03% 617
2018
Q3 		$3.57M Sell
25,332
-1,900
-7% -$287K 0.02% 800
2018
Q2 		$4.13M Sell
27,232
-1,190
-4% -$181K 0.02% 734
2018
Q1 		$4.33M Buy
28,422
+2,135
+8% +$335K 0.02% 704
2017
Q4 		$3.96M Buy
26,287
+5,461
+26% +$863K 0.02% 716
2017
Q3 		$3.21M Buy
20,826
+3,051
+17% +$456K 0.02% 766
2017
Q2 		$2.59M Buy
17,775
+8,930
+101% +$1.25M 0.02% 810
2017
Q1 		$1.16M Buy
8,845
+285
+3% +$36.2K 0.01% 1102
2016
Q4 		$1.05M Buy
8,560
+2,719
+47% +$339K 0.01% 1108
2016
Q3 		$776K Buy
5,841
+201
+4% +$25K 0.01% 1225
2016
Q2 		$701K Sell
5,640
-87
-2% -$10.7K 0.01% 1231
2016
Q1 		$680K Buy
+5,727
New +$659K 0.01% 1224
2015
Q3 		– Sell
-2,037
Closed -$253K – 2010
2015
Q2 		$253K Buy
2,037
+111
+6% +$14.1K ﹤0.01% 1731
2015
Q1 		$246K Buy
1,926
+63
+3% +$7.73K ﹤0.01% 1693
2014
Q4 		$221K Sell
1,863
-345
-16% -$38.6K ﹤0.01% 1682
2014
Q3 		$242K Sell
2,208
-187
-8% -$20.8K ﹤0.01% 1510
2014
Q2 		$275K Sell
2,395
-452
-16% -$50.9K ﹤0.01% 1438
2014
Q1 		$333K Buy
+2,847
New +$324K ﹤0.01% 1554
2013
Q4 		– Sell
-2,592
Closed -$306K – 1535
2013
Q3 		$298K Sell
2,592
-183
-7% -$20.7K 0.01% 1420
2013
Q2 		$300K Buy
+2,775
New +$294K 0.01% 1267

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aperio Group's WTW Position: Q4 2020 in Review

Aperio Group reduced its Willis Towers Watson (WTW) stake by 2.6% in Q4 2020, selling an estimated $332K and leaving 60,101 shares worth $12.7M. The position accounts for 0.04% of the portfolio, ranked #464.

Aperio Group first reported a position in WTW in Q2 2013 and has held it in 28 quarters since. The position peaked at $12.9M in Q3 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q4 2020.

  • Aperio Group held 60,101 shares of Willis Towers Watson worth $12.7M as of Q4 2020.
  • Aperio Group sold 1,611 Willis Towers Watson shares in Q4 2020, an estimated $332K.
  • Willis Towers Watson made up 0.04% of Aperio Group's portfolio in Q4 2020, its #464 holding.
  • Aperio Group first reported a position in Willis Towers Watson in Q2 2013 and has held it in 28 quarters since.
  • Aperio Group's Willis Towers Watson position peaked at $12.9M in Q3 2020.
  • 544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.