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Dean Investment Associates’s Willis Towers Watson WTW Stock Holding History

Dean Investment Associates’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
Q1 		– Sell
-5,944
Closed -$1.25M – 242
2020
Q4 		$1.25M Buy
5,944
+398
+7% +$81.9K 0.26% 174
2020
Q3 		$1.16M Buy
5,546
+1,802
+48% +$368K 0.28% 153
2020
Q2 		$737K Buy
+3,744
New +$717K 0.18% 186

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 $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dean Investment Associates's WTW Position: Q1 2021 in Review

Dean Investment Associates sold out of Willis Towers Watson (WTW) in Q1 2021, closing a stake of 5,944 shares — an estimated $1.25M sold.

Dean Investment Associates first reported a position in WTW in Q2 2020 and held it in 3 quarters. The position peaked at $1.25M in Q4 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q1 2021.

  • Dean Investment Associates reported no remaining Willis Towers Watson position as of Q1 2021 after selling out during the quarter.
  • Dean Investment Associates sold 5,944 Willis Towers Watson shares in Q1 2021, an estimated $1.25M.
  • Dean Investment Associates first reported a position in Willis Towers Watson in Q2 2020 and held it in 3 quarters.
  • Dean Investment Associates's Willis Towers Watson position peaked at $1.25M in Q4 2020.
  • 544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2021.

Based on Dean Investment Associates's 13F filing for Q1 2021, filed 4 May 2021.