DAM
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Deltec Asset Management’s Willis Towers Watson WTW Stock Holding History

Deltec 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
2023
Q3 		– Sell
-6,000
Closed -$1.41M – 176
2023
Q2 		$1.41M Hold
6,000
– – 0.31% 68
2023
Q1 		$1.39M Buy
+6,000
New +$1.45M 0.34% 66
2022
Q2 		– Sell
-2,170
Closed -$513K – 260
2022
Q1 		$513K Buy
+2,170
New +$497K 0.09% 149
2020
Q3 		– Sell
-5,000
Closed -$985K – 235
2020
Q2 		$985K Buy
+5,000
New +$957K 0.21% 110
2020
Q1 		– Sell
-12,339
Closed -$2.49M – 199
2019
Q4 		$2.49M Buy
+12,339
New +$2.36M 0.51% 47

Other funds holding WTW

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return