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Enterprise Financial Services Corp (EFSC)’s Willis Towers Watson WTW Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-600
Closed -$138K – 1229
2021
Q2 		$138K Hold
600
– – 0.02% 250
2021
Q1 		$137K Sell
600
-1
-0.2% -$218 0.02% 261
2020
Q4 		$126K Buy
601
+4
+0.7% +$824 0.02% 252
2020
Q3 		$125K Hold
597
– – 0.03% 254
2020
Q2 		$117K Hold
597
– – 0.03% 259
2020
Q1 		$101K Sell
597
-807
-57% -$159K 0.03% 257
2019
Q4 		$284K Hold
1,404
– – 0.06% 178
2019
Q3 		$271K Sell
1,404
-20
-1% -$3.91K 0.06% 179
2019
Q2 		$273K Sell
1,424
-35
-2% -$6.34K 0.06% 188
2019
Q1 		$256K Buy
1,459
+1,310
+879% +$217K 0.06% 197
2018
Q4 		$23K Buy
149
+18
+14% +$2.69K 0.01% 360
2018
Q3 		$18K Hold
131
– – 0.01% 455
2018
Q2 		$20K Sell
131
-24
-15% -$3.65K 0.01% 454
2018
Q1 		$24K Buy
155
+24
+18% +$3.77K 0.01% 433
2017
Q4 		$20K Hold
131
– – 0.01% 455
2017
Q3 		$20K Hold
131
– – 0.01% 448
2017
Q2 		$19K Buy
+131
New +$18.3K 0.01% 459
2015
Q4 		– Sell
-6
Closed -$1K – 1155
2015
Q3 		$1K Hold
6
– – ﹤0.01% 1037
2015
Q2 		$1K Hold
6
– – ﹤0.01% 1035
2015
Q1 		$1K Hold
6
– – ﹤0.01% 1212
2014
Q4 		$1K Sell
6
-8
-57% -$894 ﹤0.01% 1222
2014
Q3 		$1K Hold
14
– – ﹤0.01% 1195
2014
Q2 		$2K Hold
14
– – ﹤0.01% 1081
2014
Q1 		$2K Hold
14
– – ﹤0.01% 1099
2013
Q4 		$2K Hold
14
– – ﹤0.01% 1026
2013
Q3 		$2K Hold
14
– – ﹤0.01% 1028
2013
Q2 		$1K Buy
+14
New +$1.48K ﹤0.01% 1034

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WTW Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Willis Towers Watson (WTW) in Q3 2021, closing a stake of 600 shares — an estimated $138K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WTW in Q2 2013 and held it in 27 quarters. The position peaked at $284K in Q4 2019. 563 funds tracked by Wall St. Rank hold WTW as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Willis Towers Watson position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 600 Willis Towers Watson shares in Q3 2021, an estimated $138K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Willis Towers Watson in Q2 2013 and held it in 27 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Willis Towers Watson position peaked at $284K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.