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DSM Capital Partners’s Willis Towers Watson WTW Stock Holding History

DSM Capital Partners’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
2022
Q4 		– Sell
-13,685
Closed -$2.75M – 64
2022
Q3 		$2.75M Sell
13,685
-5,137
-27% -$1.06M 0.05% 41
2022
Q2 		$3.71M Sell
18,822
-1,077
-5% -$231K 0.06% 37
2022
Q1 		$4.7M Buy
19,899
+586
+3% +$134K 0.06% 34
2021
Q4 		$4.59M Buy
+19,313
New +$4.57M 0.05% 34
2013
Q3 		– Sell
-10,581
Closed -$1.14M – 89
2013
Q2 		$1.14M Buy
+10,581
New +$1.12M 0.03% 45

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.38T AUM 44.17% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DSM Capital Partners's WTW Position: Q4 2022 in Review

DSM Capital Partners sold out of Willis Towers Watson (WTW) in Q4 2022, closing a stake of 13,685 shares — an estimated $2.75M sold.

DSM Capital Partners first reported a position in WTW in Q2 2013 and held it in 5 quarters. The position peaked at $4.7M in Q1 2022. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

  • DSM Capital Partners reported no remaining Willis Towers Watson position as of Q4 2022 after selling out during the quarter.
  • DSM Capital Partners sold 13,685 Willis Towers Watson shares in Q4 2022, an estimated $2.75M.
  • DSM Capital Partners first reported a position in Willis Towers Watson in Q2 2013 and held it in 5 quarters.
  • DSM Capital Partners's Willis Towers Watson position peaked at $4.7M in Q1 2022.
  • 597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on DSM Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.