Evelyn V. Moreno’s Willis Towers Watson WTW Stock Holding History

Evelyn V. Moreno’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 Q3	–	Sell	-2,050	Closed	-$405K	–	160
2022 Q2	$405K	Buy	+2,050	New	+$439K	0.09%	100

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Evelyn V. Moreno's WTW Position: Q3 2022 in Review

Evelyn V. Moreno sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 2,050 shares — an estimated $405K sold.

Evelyn V. Moreno first reported a position in WTW in Q2 2022 and held it in 1 quarter. The position peaked at $405K in Q2 2022. 564 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

Evelyn V. Moreno reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
Evelyn V. Moreno sold 2,050 Willis Towers Watson shares in Q3 2022, an estimated $405K.
Evelyn V. Moreno first reported a position in Willis Towers Watson in Q2 2022 and held it in 1 quarter.
Evelyn V. Moreno's Willis Towers Watson position peaked at $405K in Q2 2022.
564 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Evelyn V. Moreno's 13F filing for Q3 2022, filed 10 Nov 2022.