Echo Street Capital Management’s Willis Towers Watson WTW Stock Holding History

Echo Street Capital 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	–	Sell	-1,166	Closed	-$244K	–	431
2023 Q3	$244K	Buy	+1,166	New	+$249K	﹤0.01%	404
2023 Q2	–	Sell	-1,725	Closed	-$401K	–	621
2023 Q1	$401K	Buy	+1,725	New	+$417K	﹤0.01%	310
2022 Q3	–	Sell	-2,071	Closed	-$409K	–	705
2022 Q2	$409K	Buy	2,071 +387	+23%	+$83K	﹤0.01%	356
2022 Q1	$398K	Buy	+1,684	New	+$386K	﹤0.01%	452
2021 Q4	–	Sell	-66,843	Closed	-$15.5M	–	764
2021 Q3	$15.5M	Buy	66,843 +59,194	+774%	+$13.2M	0.11%	118
2021 Q2	$1.76M	Buy	+7,649	New	+$1.9M	0.01%	148

Other funds holding WTW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Echo Street Capital Management's WTW Position: Q4 2023 in Review

Echo Street Capital Management sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 1,166 shares — an estimated $244K sold.

Echo Street Capital Management first reported a position in WTW in Q2 2021 and held it in 6 quarters. The position peaked at $15.5M in Q3 2021. 630 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

Echo Street Capital Management reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,166 Willis Towers Watson shares in Q4 2023, an estimated $244K.
Echo Street Capital Management first reported a position in Willis Towers Watson in Q2 2021 and held it in 6 quarters.
Echo Street Capital Management's Willis Towers Watson position peaked at $15.5M in Q3 2021.
630 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.