Great Lakes Advisors’s Willis Towers Watson WTW Stock Holding History

Great Lakes Advisors’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
2024 Q3	–	Sell	-9,777	Closed	-$2.56M	–	905
2024 Q2	$2.56M	Sell	9,777 -21,687	-69%	-$5.6M	0.02%	439
2024 Q1	$8.65M	Buy	+31,464	New	+$8.28M	0.07%	233
2021 Q2	–	Sell	-3,965	Closed	-$908K	–	755
2021 Q1	$908K	Sell	3,965 -21	-0.5%	-$4.58K	0.01%	458
2020 Q4	$840K	Buy	3,986 +7	+0.2%	+$1.44K	0.02%	438
2020 Q3	$831K	Sell	3,979 -112	-3%	-$22.9K	0.02%	416
2020 Q2	$806K	Sell	4,091 -2,654	-39%	-$508K	0.02%	405
2020 Q1	$1.15M	Buy	6,745 +3,610	+115%	+$710K	0.03%	370
2019 Q4	$633K	Sell	3,135 -671	-18%	-$129K	0.01%	420
2019 Q3	$734K	Buy	+3,806	New	+$743K	0.02%	411

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Great Lakes Advisors's WTW Position: Q3 2024 in Review

Great Lakes Advisors sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 9,777 shares — an estimated $2.56M sold.

Great Lakes Advisors first reported a position in WTW in Q3 2019 and held it in 9 quarters. The position peaked at $8.65M in Q1 2024. 671 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

Great Lakes Advisors reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
Great Lakes Advisors sold 9,777 Willis Towers Watson shares in Q3 2024, an estimated $2.56M.
Great Lakes Advisors first reported a position in Willis Towers Watson in Q3 2019 and held it in 9 quarters.
Great Lakes Advisors's Willis Towers Watson position peaked at $8.65M in Q1 2024.
671 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Great Lakes Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.