Loomis, Sayles & Company
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Loomis, Sayles & Company’s Willis Towers Watson WTW Stock Holding History

Loomis, Sayles & Company’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
-117
Closed -$28K – 988
2023
Q4 		$28K Sell
117
-17
-13% -$3.93K ﹤0.01% 663
2023
Q3 		$28K Buy
+134
New +$28.6K ﹤0.01% 669
2023
Q1 		– Sell
-13
Closed -$3K – 1037
2022
Q4 		$3K Buy
13
+5
+63% +$1.14K ﹤0.01% 813
2022
Q3 		$2K Hold
8
– – ﹤0.01% 859
2022
Q2 		$2K Buy
+8
New +$1.72K ﹤0.01% 902
2020
Q3 		– Sell
-70
Closed -$14K – 736
2020
Q2 		$14K Sell
70
-3
-4% -$574 ﹤0.01% 624
2020
Q1 		$12K Sell
73
-275
-79% -$54.1K ﹤0.01% 669
2019
Q4 		$70K Buy
348
+33
+10% +$6.32K ﹤0.01% 658
2019
Q3 		$61K Buy
+315
New +$61.5K ﹤0.01% 653

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company's WTW Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 117 shares — an estimated $28K sold.

Loomis, Sayles & Company first reported a position in WTW in Q3 2019 and held it in 9 quarters. The position peaked at $70K in Q4 2019. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 117 Willis Towers Watson shares in Q1 2024, an estimated $28K.
  • Loomis, Sayles & Company first reported a position in Willis Towers Watson in Q3 2019 and held it in 9 quarters.
  • Loomis, Sayles & Company's Willis Towers Watson position peaked at $70K in Q4 2019.
  • 664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.