Connor, Clark & Lunn Investment Management (CC&L)’s Willis Towers Watson WTW Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2023 Q4	–	Sell	-1,716	Closed	-$359K	–	1585
2023 Q3	$359K	Buy	+1,716	New	+$366K	﹤0.01%	1103
2021 Q4	–	Sell	-56,302	Closed	-$13.1M	–	1225
2021 Q3	$13.1M	Buy	+56,302	New	+$12.5M	0.07%	198
2020 Q2	–	Sell	-4,475	Closed	-$760K	–	1191
2020 Q1	$760K	Sell	4,475 -575	-11%	-$113K	0.01%	618
2019 Q4	$1.02M	Buy	5,050 +425	+9%	+$81.4K	0.01%	541
2019 Q3	$892K	Buy	4,625 +2,550	+123%	+$498K	0.01%	569
2019 Q2	$397K	Sell	2,075 -1,775	-46%	-$321K	﹤0.01%	766
2019 Q1	$676K	Buy	+3,850	New	+$639K	﹤0.01%	611
2018 Q2	–	Sell	-3,075	Closed	-$468K	–	1110
2018 Q1	$468K	Sell	3,075 -6,500	-68%	-$1.02M	﹤0.01%	579
2017 Q4	$1.44M	Sell	9,575 -5,475	-36%	-$865K	0.01%	479
2017 Q3	$2.32M	Buy	+15,050	New	+$2.25M	0.01%	394

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s WTW Position: Q4 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 1,716 shares — an estimated $359K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WTW in Q3 2017 and held it in 10 quarters. The position peaked at $13.1M in Q3 2021. 629 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 1,716 Willis Towers Watson shares in Q4 2023, an estimated $359K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Willis Towers Watson in Q3 2017 and held it in 10 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Willis Towers Watson position peaked at $13.1M in Q3 2021.
629 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2023, filed 9 Feb 2024.