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Lee Ainslie’s Willis Towers Watson WTW Stock Holding History

Lee Ainslie’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
Q2 		– Sell
-891
Closed -$210K – 275
2022
Q1 		$210K Buy
891
+583
+189% +$133K ﹤0.01% 211
2021
Q4 		$73K Sell
308
-7,644
-96% -$1.81M ﹤0.01% 272
2021
Q3 		$1.85M Buy
7,952
+7,723
+3,372% +$1.72M 0.02% 190
2021
Q2 		$53K Sell
229
-136
-37% -$33.8K ﹤0.01% 604
2021
Q1 		$84K Sell
365
-3,003
-89% -$654K ﹤0.01% 606
2020
Q4 		$710K Buy
+3,368
New +$693K 0.01% 296

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's WTW Position: Q2 2022 in Review

Lee Ainslie sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 891 shares — an estimated $210K sold.

Lee Ainslie first reported a position in WTW in Q4 2020 and held it in 6 quarters. The position peaked at $1.85M in Q3 2021. 575 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

  • Lee Ainslie reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
  • Lee Ainslie sold 891 Willis Towers Watson shares in Q2 2022, an estimated $210K.
  • Lee Ainslie first reported a position in Willis Towers Watson in Q4 2020 and held it in 6 quarters.
  • Lee Ainslie's Willis Towers Watson position peaked at $1.85M in Q3 2021.
  • 575 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on Maverick Capital's 13F filing for Q2 2022, filed 15 Aug 2022.