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Liontrust Investment Partners’s Willis Towers Watson WTW Stock Holding History

Liontrust Investment Partners’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
2023
Q3 		– Sell
-28,503
Closed -$6.71M – 225
2023
Q2 		$6.71M Buy
+28,503
New +$6.57M 0.1% 117
2022
Q1 		– Sell
-43,803
Closed -$10.4M – 210
2021
Q4 		$10.4M Buy
+43,803
New +$10.4M 0.12% 81
2020
Q4 		$9.38M Buy
+44,503
New +$9.16M 0.19% 71

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Liontrust Investment Partners's WTW Position: Q3 2023 in Review

Liontrust Investment Partners sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 28,503 shares — an estimated $6.71M sold.

Liontrust Investment Partners first reported a position in WTW in Q4 2020 and held it in 3 quarters. The position peaked at $10.4M in Q4 2021. 558 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Liontrust Investment Partners reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 28,503 Willis Towers Watson shares in Q3 2023, an estimated $6.71M.
  • Liontrust Investment Partners first reported a position in Willis Towers Watson in Q4 2020 and held it in 3 quarters.
  • Liontrust Investment Partners's Willis Towers Watson position peaked at $10.4M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Liontrust Investment Partners's 13F filing for Q3 2023, filed 9 Nov 2023.