Peapack-Gladstone Financial Corp’s Willis Towers Watson WTW Stock Holding History

Peapack-Gladstone Financial Corp’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 Q4	–	Sell	-1,000	Closed	-$201K	–	707
2022 Q3	$201K	Buy	+1,000	New	+$206K	﹤0.01%	628
2022 Q2	–	Sell	-1,000	Closed	-$236K	–	697
2022 Q1	$236K	Hold	1,000	–	–	﹤0.01%	607
2021 Q4	$237K	Hold	1,000	–	–	﹤0.01%	608
2021 Q3	$232K	Hold	1,000	–	–	﹤0.01%	595
2021 Q2	$230K	Hold	1,000	–	–	0.01%	566
2021 Q1	$229K	Sell	1,000 -7	-0.7%	-$1.52K	0.01%	541
2020 Q4	$212K	Buy	1,007 +7	+0.7%	+$1.44K	0.01%	400
2020 Q3	$209K	Buy	+1,000	New	+$204K	0.01%	358

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Peapack-Gladstone Financial Corp's WTW Position: Q4 2022 in Review

Peapack-Gladstone Financial Corp sold out of Willis Towers Watson (WTW) in Q4 2022, closing a stake of 1,000 shares — an estimated $201K sold.

Peapack-Gladstone Financial Corp first reported a position in WTW in Q3 2020 and held it in 8 quarters. The position peaked at $237K in Q4 2021. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

Peapack-Gladstone Financial Corp reported no remaining Willis Towers Watson position as of Q4 2022 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 1,000 Willis Towers Watson shares in Q4 2022, an estimated $201K.
Peapack-Gladstone Financial Corp first reported a position in Willis Towers Watson in Q3 2020 and held it in 8 quarters.
Peapack-Gladstone Financial Corp's Willis Towers Watson position peaked at $237K in Q4 2021.
597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2022, filed 14 Feb 2023.