New Mountain Vantage Advisers’s Willis Towers Watson WTW Stock Holding History

New Mountain Vantage Advisers’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	-43,240	Closed	-$10.2M	–	11
2022 Q1	$10.2M	Sell	43,240 -71,046	-62%	-$16.3M	0.3%	7
2021 Q4	$27.1M	Buy	+114,286	New	+$27M	0.89%	6
2020 Q4	–	Sell	-64,205	Closed	-$13.4M	–	23
2020 Q3	$13.4M	Sell	64,205 -34,646	-35%	-$7.07M	0.7%	9
2020 Q2	$19.5M	Buy	98,851 +15,813	+19%	+$3.03M	0.93%	10
2020 Q1	$14.1M	Buy	+83,038	New	+$16.3M	0.76%	14
2017 Q3	–	Sell	-202,191	Closed	-$29.4M	–	49
2017 Q2	$29.4M	Sell	202,191 -59,477	-23%	-$8.31M	2.14%	27
2017 Q1	$34.3M	Sell	261,668 -19,266	-7%	-$2.45M	2.38%	19
2016 Q4	$34.4M	Buy	+280,934	New	+$35M	2.2%	24

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Mountain Vantage Advisers's WTW Position: Q2 2022 in Review

New Mountain Vantage Advisers sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 43,240 shares — an estimated $10.2M sold.

New Mountain Vantage Advisers first reported a position in WTW in Q4 2016 and held it in 8 quarters. The position peaked at $34.4M in Q4 2016. 575 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

New Mountain Vantage Advisers reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
New Mountain Vantage Advisers sold 43,240 Willis Towers Watson shares in Q2 2022, an estimated $10.2M.
New Mountain Vantage Advisers first reported a position in Willis Towers Watson in Q4 2016 and held it in 8 quarters.
New Mountain Vantage Advisers's Willis Towers Watson position peaked at $34.4M in Q4 2016.
575 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on New Mountain Vantage Advisers's 13F filing for Q2 2022, filed 15 Aug 2022.