LMR Partners’s Willis Towers Watson WTW Stock Holding History

LMR 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
2024 Q1	–	Sell	-62,722	Closed	-$15.1M	–	1330
2023 Q4	$15.1M	Buy	+62,722	New	+$14.5M	0.17%	143
2021 Q3	–	Sell	-70,209	Closed	-$16.1M	–	1216
2021 Q2	$16.1M	Buy	+70,209	New	+$17.5M	0.24%	78
2019 Q3	–	Sell	-6,483	Closed	-$1.24M	–	529
2019 Q2	$1.24M	Buy	6,483 +4,982	+332%	+$902K	0.05%	201
2019 Q1	$264K	Buy	+1,501	New	+$249K	0.01%	319
2018 Q2	–	Sell	-5,881	Closed	-$886K	–	586
2018 Q1	$886K	Hold	5,881	–	–	0.09%	191
2017 Q4	$886K	Buy	+5,881	New	+$929K	0.09%	191
2017 Q2	–	Sell	-4,215	Closed	-$552K	–	704
2017 Q1	$552K	Buy	4,215 +433	+11%	+$55.1K	0.05%	204
2016 Q4	$463K	Buy	+3,782	New	+$472K	0.07%	243
2016 Q3	–	Sell	-3,618	Closed	-$449K	–	498
2016 Q2	$449K	Sell	3,618 -639	-15%	-$78.9K	0.07%	298
2016 Q1	$505K	Buy	+4,257	New	+$490K	0.06%	267

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LMR Partners's WTW Position: Q1 2024 in Review

LMR Partners sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 62,722 shares — an estimated $15.1M sold.

LMR Partners first reported a position in WTW in Q1 2016 and held it in 10 quarters. The position peaked at $16.1M in Q2 2021. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

LMR Partners reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
LMR Partners sold 62,722 Willis Towers Watson shares in Q1 2024, an estimated $15.1M.
LMR Partners first reported a position in Willis Towers Watson in Q1 2016 and held it in 10 quarters.
LMR Partners's Willis Towers Watson position peaked at $16.1M in Q2 2021.
664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on LMR Partners's 13F filing for Q1 2024, filed 15 May 2024.