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Aureus Asset Management’s Willis Towers Watson WTW Stock Holding History

Aureus Asset Management’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
2022
Q3 		– Sell
-6,429
Closed -$1.27M – 185
2022
Q2 		$1.27M Hold
6,429
– – 0.1% 83
2022
Q1 		$1.52M Buy
6,429
+4,179
+186% +$957K 0.1% 84
2021
Q4 		$534K Hold
2,250
– – 0.03% 127
2021
Q3 		$523K Hold
2,250
– – 0.03% 124
2021
Q2 		$518K Hold
2,250
– – 0.03% 136
2021
Q1 		$515K Sell
2,250
-2,340
-51% -$510K 0.04% 115
2020
Q4 		$967K Hold
4,590
– – 0.08% 90
2020
Q3 		$958K Buy
+4,590
New +$937K 0.09% 84

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Aureus Asset Management's WTW Position: Q3 2022 in Review

Aureus Asset Management sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 6,429 shares — an estimated $1.27M sold.

Aureus Asset Management first reported a position in WTW in Q3 2020 and held it in 8 quarters. The position peaked at $1.52M in Q1 2022. 565 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • Aureus Asset Management reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
  • Aureus Asset Management sold 6,429 Willis Towers Watson shares in Q3 2022, an estimated $1.27M.
  • Aureus Asset Management first reported a position in Willis Towers Watson in Q3 2020 and held it in 8 quarters.
  • Aureus Asset Management's Willis Towers Watson position peaked at $1.52M in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Aureus Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.