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Jefferies Group’s Willis Towers Watson WTW Stock Holding History

Jefferies Group’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
2020
Q2 		– Sell
-300
Closed -$51K – 2112
2020
Q1 		$51K Sell
300
-700
-70% -$138K ﹤0.01% 1874
2019
Q4 		$202K Buy
+1,000
New +$192K ﹤0.01% 2252

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Jefferies Group's WTW Position: Q3 2022 in Review

Jefferies Group opened a new position in Willis Towers Watson (WTW) in Q3 2022: 10,211 shares worth $2.05M. The stake represents 0.02% of the portfolio and ranks #601 among its holdings. This is a return to the name: Jefferies Group previously reported a position in WTW as recently as Q1 2022.

Jefferies Group first reported a position in WTW in Q2 2013 and has held it in 21 quarters since. The position peaked at $17.8M in Q1 2021. 564 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • Jefferies Group held 10,211 shares of Willis Towers Watson worth $2.05M as of Q3 2022.
  • Willis Towers Watson was a new Jefferies Group position in Q3 2022.
  • Willis Towers Watson made up 0.02% of Jefferies Group's portfolio in Q3 2022, its #601 holding.
  • Jefferies Group first reported a position in Willis Towers Watson in Q2 2013 and has held it in 21 quarters since.
  • Jefferies Group's Willis Towers Watson position peaked at $17.8M in Q1 2021.
  • 564 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.