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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 – 718
2020
Q1 		$1.77M Sell
10,443
-158
-1% -$31.1K 0.15% 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 0.13% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return