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Harvest Management’s Willis Towers Watson WTW Stock Holding History

Harvest Management’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
2021
Q4 		– Sell
-6,992
Closed -$1.63M – 68
2021
Q3 		$1.63M Buy
6,992
+2,358
+51% +$525K 1.11% 24
2021
Q2 		$1.07M Sell
4,634
-2,291
-33% -$570K 0.69% 24
2021
Q1 		$1.58M Sell
6,925
-25,079
-78% -$5.47M 0.95% 25
2020
Q4 		$6.74M Buy
32,004
+16,194
+102% +$3.33M 5.49% 6
2020
Q3 		$3.3M Buy
+15,810
New +$3.23M 3.63% 11

Other funds holding WTW

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Harvest Management's WTW Position: Q4 2021 in Review

Harvest Management sold out of Willis Towers Watson (WTW) in Q4 2021, closing a stake of 6,992 shares — an estimated $1.63M sold.

Harvest Management first reported a position in WTW in Q3 2020 and held it in 5 quarters. The position peaked at $6.74M in Q4 2020. 581 funds tracked by Wall St. Rank hold WTW as of Q4 2021.

  • Harvest Management reported no remaining Willis Towers Watson position as of Q4 2021 after selling out during the quarter.
  • Harvest Management sold 6,992 Willis Towers Watson shares in Q4 2021, an estimated $1.63M.
  • Harvest Management first reported a position in Willis Towers Watson in Q3 2020 and held it in 5 quarters.
  • Harvest Management's Willis Towers Watson position peaked at $6.74M in Q4 2020.
  • 581 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2021.

Based on Harvest Management's 13F filing for Q4 2021, filed 14 Feb 2022.