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Ariel Investments’s Willis Towers Watson WTW Stock Holding History

Ariel Investments’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
2021
Q2 		– Sell
-75,624
Closed -$17.3M – 129
2021
Q1 		$17.3M Sell
75,624
-28,560
-27% -$6.22M 0.17% 84
2020
Q4 		$21.9M Sell
104,184
-35,706
-26% -$7.35M 0.25% 76
2020
Q3 		$29.2M Sell
139,890
-20,530
-13% -$4.19M 0.42% 63
2020
Q2 		$31.6M Sell
160,420
-43,417
-21% -$8.31M 0.48% 58
2020
Q1 		$34.6M Sell
203,837
-66,705
-25% -$13.1M 0.61% 53
2019
Q4 		$54.6M Sell
270,542
-3,421
-1% -$656K 0.69% 51
2019
Q3 		$52.9M Buy
273,963
+1,301
+0.5% +$254K 0.7% 49
2019
Q2 		$52.2M Sell
272,662
-12,362
-4% -$2.24M 0.66% 56
2019
Q1 		$50.1M Sell
285,024
-143
-0.1% -$23.7K 0.62% 57
2018
Q4 		$43.3M Sell
285,167
-95,677
-25% -$14.3M 0.6% 59
2018
Q3 		$53.7M Sell
380,844
-20,071
-5% -$3.03M 0.59% 63
2018
Q2 		$60.8M Sell
400,915
-4,723
-1% -$719K 0.68% 58
2018
Q1 		$61.7M Sell
405,638
-6,124
-1% -$961K 0.7% 55
2017
Q4 		$62M Sell
411,762
-81,658
-17% -$12.9M 0.7% 53
2017
Q3 		$76.1M Sell
493,420
-1,552
-0.3% -$232K 0.88% 47
2017
Q2 		$72M Sell
494,972
-6,888
-1% -$962K 0.85% 47
2017
Q1 		$65.7M Buy
501,860
+92,658
+23% +$11.8M 0.77% 49
2016
Q4 		$50M Sell
409,202
-917
-0.2% -$114K 0.59% 59
2016
Q3 		$54.5M Buy
410,119
+60,398
+17% +$7.52M 0.66% 54
2016
Q2 		$43.5M Buy
349,721
+17,395
+5% +$2.15M 0.55% 61
2016
Q1 		$39.4M Buy
+332,326
New +$38.3M 0.48% 64

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Ariel Investments's WTW Position: Q2 2021 in Review

Ariel Investments sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 75,624 shares — an estimated $17.3M sold.

Ariel Investments first reported a position in WTW in Q1 2016 and held it in 21 quarters. The position peaked at $76.1M in Q3 2017. 550 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

  • Ariel Investments reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
  • Ariel Investments sold 75,624 Willis Towers Watson shares in Q2 2021, an estimated $17.3M.
  • Ariel Investments first reported a position in Willis Towers Watson in Q1 2016 and held it in 21 quarters.
  • Ariel Investments's Willis Towers Watson position peaked at $76.1M in Q3 2017.
  • 550 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on Ariel Investments's 13F filing for Q2 2021, filed 13 Aug 2021.