E
WTW icon

Ergoteles’s Willis Towers Watson WTW Stock Holding History

Ergoteles’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
Q1 		– Sell
-16,134
Closed -$3.95M – 1803
2022
Q4 		$3.95M Sell
16,134
-5,017
-24% -$1.15M 0.15% 144
2022
Q3 		$4.25M Sell
21,151
-4,297
-17% -$887K 0.15% 146
2022
Q2 		$5.02M Buy
25,448
+17,359
+215% +$3.72M 0.15% 150
2022
Q1 		$1.91M Buy
8,089
+4,353
+117% +$997K 0.07% 265
2021
Q4 		$887K Buy
+3,736
New +$884K 0.03% 451
2021
Q3 		– Sell
-12,900
Closed -$2.97M – 1730
2021
Q2 		$2.97M Buy
+12,900
New +$3.21M 0.07% 308
2021
Q1 		– Sell
-4,742
Closed -$999K – 1092
2020
Q4 		$999K Buy
4,742
+1,942
+69% +$400K 0.03% 333
2020
Q3 		$585K Buy
+2,800
New +$572K 0.08% 204

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return