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McElhenny Sheffield Capital Management’s Willis Towers Watson WTW Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-270
Closed -$66K – 625
2022
Q4 		$66K Buy
+270
New +$61.7K 0.03% 160

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McElhenny Sheffield Capital Management's WTW Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Willis Towers Watson (WTW) in Q1 2023, closing a stake of 270 shares — an estimated $66K sold.

McElhenny Sheffield Capital Management first reported a position in WTW in Q4 2022 and held it in 1 quarter. The position peaked at $66K in Q4 2022. 606 funds tracked by Wall St. Rank hold WTW as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Willis Towers Watson position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 270 Willis Towers Watson shares in Q1 2023, an estimated $66K.
  • McElhenny Sheffield Capital Management first reported a position in Willis Towers Watson in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Willis Towers Watson position peaked at $66K in Q4 2022.
  • 606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.