Fund Management at Engine No 1’s Willis Towers Watson WTW Stock Holding History

Fund Management at Engine No 1’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	-1,500	Closed	-$313K	–	422
2023 Q3	$313K	Buy	1,500 +115	+8%	+$24.5K	0.05%	325
2023 Q2	$326K	Buy	1,385 +90	+7%	+$20.7K	0.06%	316
2023 Q1	$301K	Buy	1,295 +103	+9%	+$24.9K	0.06%	309
2022 Q4	$292K	Buy	1,192 +135	+13%	+$30.8K	0.07%	280
2022 Q3	$212K	Sell	1,057 -69	-6%	-$14.2K	0.06%	296
2022 Q2	$222K	Buy	1,126 +93	+9%	+$19.9K	0.06%	313
2022 Q1	$244K	Buy	+1,033	New	+$237K	0.06%	306

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fund Management at Engine No 1's WTW Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 1,500 shares — an estimated $313K sold.

Fund Management at Engine No 1 first reported a position in WTW in Q1 2022 and held it in 7 quarters. The position peaked at $326K in Q2 2023. 628 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 1,500 Willis Towers Watson shares in Q4 2023, an estimated $313K.
Fund Management at Engine No 1 first reported a position in Willis Towers Watson in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Willis Towers Watson position peaked at $326K in Q2 2023.
628 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.