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Disciplined Investments’s Willis Towers Watson WTW Stock Holding History

Disciplined Investments’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
-12
Closed -$2.83K – 1575
2023
Q2 		$2.83K Sell
12
-1
-8% -$230 ﹤0.01% 533
2023
Q1 		$3.02K Sell
13
-1
-7% -$242 ﹤0.01% 522
2022
Q4 		$3.42K Buy
14
+3
+27% +$685 ﹤0.01% 463
2022
Q3 		$2K Buy
11
+1
+10% +$206 ﹤0.01% 746
2022
Q2 		$2K Sell
10
-2
-17% -$429 ﹤0.01% 765
2022
Q1 		$3K Buy
+12
New +$2.75K ﹤0.01% 618

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Disciplined Investments's WTW Position: Q3 2023 in Review

Disciplined Investments sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 12 shares — an estimated $2.83K sold.

Disciplined Investments first reported a position in WTW in Q1 2022 and held it in 6 quarters. The position peaked at $3.42K in Q4 2022. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Disciplined Investments reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Willis Towers Watson shares in Q3 2023, an estimated $2.83K.
  • Disciplined Investments first reported a position in Willis Towers Watson in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Willis Towers Watson position peaked at $3.42K in Q4 2022.
  • 559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.