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Harel Insurance Investments & Financial Services’s Willis Towers Watson WTW Stock Holding History

Harel Insurance Investments & Financial Services’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
2019
Q4 		– Sell
-2,565
Closed -$495K – 568
2019
Q3 		$495K Buy
2,565
+2,095
+446% +$409K 0.03% 112
2019
Q2 		$90K Buy
470
+464
+7,733% +$84K ﹤0.01% 257
2019
Q1 		$1K Buy
+6
New +$996 ﹤0.01% 445

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WTW Position: Q4 2019 in Review

Harel Insurance Investments & Financial Services sold out of Willis Towers Watson (WTW) in Q4 2019, closing a stake of 2,565 shares — an estimated $495K sold.

Harel Insurance Investments & Financial Services first reported a position in WTW in Q1 2019 and held it in 3 quarters. The position peaked at $495K in Q3 2019. 493 funds tracked by Wall St. Rank hold WTW as of Q4 2019.

  • Harel Insurance Investments & Financial Services reported no remaining Willis Towers Watson position as of Q4 2019 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,565 Willis Towers Watson shares in Q4 2019, an estimated $495K.
  • Harel Insurance Investments & Financial Services first reported a position in Willis Towers Watson in Q1 2019 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Willis Towers Watson position peaked at $495K in Q3 2019.
  • 493 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2019, filed 23 Jan 2020.