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Lakewood Capital Management’s Willis Towers Watson WTW Stock Holding History

Lakewood Capital 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
2022
Q1 		– Sell
-157,730
Closed -$37.5M – 73
2021
Q4 		$37.5M Sell
157,730
-9,870
-6% -$2.34M 1.59% 26
2021
Q3 		$39M Buy
+167,600
New +$37.3M 1.71% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

Lakewood Capital Management's WTW Position: Q1 2022 in Review

Lakewood Capital Management sold out of Willis Towers Watson (WTW) in Q1 2022, closing a stake of 157,730 shares — an estimated $37.5M sold.

Lakewood Capital Management first reported a position in WTW in Q3 2021 and held it in 2 quarters. The position peaked at $39M in Q3 2021. 548 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

  • Lakewood Capital Management reported no remaining Willis Towers Watson position as of Q1 2022 after selling out during the quarter.
  • Lakewood Capital Management sold 157,730 Willis Towers Watson shares in Q1 2022, an estimated $37.5M.
  • Lakewood Capital Management first reported a position in Willis Towers Watson in Q3 2021 and held it in 2 quarters.
  • Lakewood Capital Management's Willis Towers Watson position peaked at $39M in Q3 2021.
  • 548 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on Lakewood Capital Management's 13F filing for Q1 2022, filed 16 May 2022.