Desjardins Global Asset Management’s Willis Towers Watson WTW Stock Holding History

Desjardins Global 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 Q4	$2.07M	Sell	8,584 -1,061	-11%	-$245K	0.22%	106
2023 Q3	$2.02M	Buy	9,645 +8,990	+1,373%	+$1.92M	0.22%	97
2023 Q2	$154K	Buy	655 +157	+32%	+$36.2K	0.02%	463
2023 Q1	$116K	Buy	+498	New	+$120K	0.01%	461
2022 Q2	–	Sell	-1,454	Closed	-$343K	–	505
2022 Q1	$343K	Sell	1,454 -39	-3%	-$8.93K	0.03%	304
2021 Q4	$354K	Buy	+1,493	New	+$353K	0.03%	316

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Desjardins Global Asset Management's WTW Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Willis Towers Watson (WTW) stake by 11% in Q4 2023, selling an estimated $245K and leaving 8,584 shares worth $2.07M. The position accounts for 0.22% of the portfolio, ranked #106.

Desjardins Global Asset Management first reported a position in WTW in Q4 2021 and has held it in 6 quarters since. 628 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

Desjardins Global Asset Management held 8,584 shares of Willis Towers Watson worth $2.07M as of Q4 2023.
Desjardins Global Asset Management sold 1,061 Willis Towers Watson shares in Q4 2023, an estimated $245K.
Willis Towers Watson made up 0.22% of Desjardins Global Asset Management's portfolio in Q4 2023, its #106 holding.
Desjardins Global Asset Management first reported a position in Willis Towers Watson in Q4 2021 and has held it in 6 quarters since.
628 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.