Shelton Capital Management’s Willis Towers Watson WTW Stock Holding History

Shelton 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
2022 Q1	–	Sell	-841	Closed	-$200K	–	879
2021 Q4	$200K	Buy	+841	New	+$199K	0.01%	808
2020 Q2	–	Sell	-10,443	Closed	-$1.77M	–	717
2020 Q1	$1.77M	Sell	10,443 -158	-1%	-$31.1K	0.13%	148
2019 Q4	$2.14M	Sell	10,601 -339	-3%	-$65K	0.12%	158
2019 Q3	$2.11M	Sell	10,940 -1,500	-12%	-$293K	0.12%	152
2019 Q2	$2.38M	Buy	12,440 +10,255	+469%	+$1.86M	0.14%	142
2019 Q1	$12.4K	Buy	+2,185	New	+$363K	0.05%	332

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

EIG

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Shelton Capital Management's WTW Position: Q1 2022 in Review

Shelton Capital Management sold out of Willis Towers Watson (WTW) in Q1 2022, closing a stake of 841 shares — an estimated $200K sold.

Shelton Capital Management first reported a position in WTW in Q1 2019 and held it in 6 quarters. The position peaked at $2.38M in Q2 2019. 549 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

Shelton Capital Management reported no remaining Willis Towers Watson position as of Q1 2022 after selling out during the quarter.
Shelton Capital Management sold 841 Willis Towers Watson shares in Q1 2022, an estimated $200K.
Shelton Capital Management first reported a position in Willis Towers Watson in Q1 2019 and held it in 6 quarters.
Shelton Capital Management's Willis Towers Watson position peaked at $2.38M in Q2 2019.
549 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.