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Bingham Osborn & Scarborough’s Willis Towers Watson WTW Stock Holding History

Bingham Osborn & Scarborough’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 		– Sell
-7,324
Closed -$1.53M – 168
2020
Q3 		$1.53M Hold
7,324
– – 0.12% 50
2020
Q2 		$1.44M Buy
7,324
+42
+0.6% +$8.04K 0.12% 48
2020
Q1 		$1.24M Buy
7,282
+36
+0.5% +$7.08K 0.12% 50
2019
Q4 		$1.46M Sell
7,246
-3
-0% -$575 0.12% 47
2019
Q3 		$1.4M Hold
7,249
– – 0.12% 46
2019
Q2 		$1.39M Buy
7,249
+4
+0.1% +$724 0.12% 42
2019
Q1 		$1.27M Buy
7,245
+15
+0.2% +$2.49K 0.12% 45
2018
Q4 		$1.1M Sell
7,230
-7
-0.1% -$1.05K 0.11% 46
2018
Q3 		$1.02M Sell
7,237
-2
-0% -$302 0.09% 51
2018
Q2 		$1.1M Sell
7,239
-26
-0.4% -$3.96K 0.1% 44
2018
Q1 		$1.11M Hold
7,265
– – 0.1% 44
2017
Q4 		$1.09M Buy
7,265
+868
+14% +$137K 0.1% 43
2017
Q3 		$987K Buy
6,397
+11
+0.2% +$1.64K 0.09% 43
2017
Q2 		$929K Buy
6,386
+7
+0.1% +$978 0.09% 47
2017
Q1 		$835K Sell
6,379
-2
-0% -$254 0.08% 47
2016
Q4 		$780K Buy
6,381
+2
+0% +$249 0.08% 47
2016
Q3 		$847K Hold
6,379
– – 0.09% 46
2016
Q2 		$793K Hold
6,379
– – 0.09% 49
2016
Q1 		$757K Hold
6,379
– – 0.09% 50
2015
Q4 		$821K Hold
6,379
– – 0.1% 43
2015
Q3 		$692K Sell
6,379
-609
-9% -$72.2K 0.09% 53
2015
Q2 		$868K Hold
6,988
– – 0.1% 42
2015
Q1 		$892K Hold
6,988
– – 0.11% 44
2014
Q4 		$830K Hold
6,988
– – 0.1% 48
2014
Q3 		$766K Buy
+6,988
New +$777K 0.1% 51

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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bingham Osborn & Scarborough's WTW Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of Willis Towers Watson (WTW) in Q4 2020, closing a stake of 7,324 shares — an estimated $1.53M sold.

Bingham Osborn & Scarborough first reported a position in WTW in Q3 2014 and held it in 25 quarters. The position peaked at $1.53M in Q3 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q4 2020.

  • Bingham Osborn & Scarborough reported no remaining Willis Towers Watson position as of Q4 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 7,324 Willis Towers Watson shares in Q4 2020, an estimated $1.53M.
  • Bingham Osborn & Scarborough first reported a position in Willis Towers Watson in Q3 2014 and held it in 25 quarters.
  • Bingham Osborn & Scarborough's Willis Towers Watson position peaked at $1.53M in Q3 2020.
  • 544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.