S. Muoio & Co’s Willis Towers Watson WTW Stock Holding History

S. Muoio & Co’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	-3,040	Closed	-$718K	–	79
2022 Q1	$718K	Sell	3,040 -3,200	-51%	-$733K	0.85%	41
2021 Q4	$1.48M	Hold	6,240	–	–	0.59%	30
2021 Q3	$1.45M	Buy	+6,240	New	+$1.39M	1.12%	30
2020 Q4	–	Sell	-10,000	Closed	-$2.09M	–	82
2020 Q3	$2.09M	Buy	+10,000	New	+$2.04M	2.37%	13

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

S. Muoio & Co's WTW Position: Q2 2022 in Review

S. Muoio & Co sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 3,040 shares — an estimated $718K sold.

S. Muoio & Co first reported a position in WTW in Q3 2020 and held it in 4 quarters. The position peaked at $2.09M in Q3 2020. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

S. Muoio & Co reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
S. Muoio & Co sold 3,040 Willis Towers Watson shares in Q2 2022, an estimated $718K.
S. Muoio & Co first reported a position in Willis Towers Watson in Q3 2020 and held it in 4 quarters.
S. Muoio & Co's Willis Towers Watson position peaked at $2.09M in Q3 2020.
574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on S. Muoio & Co's 13F filing for Q2 2022, filed 15 Aug 2022.