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Sherbrooke Park Advisers’s Willis Towers Watson WTW Stock Holding History

Sherbrooke Park 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
2024
Q3 		– Sell
-1,241
Closed -$325K – 1309
2024
Q2 		$325K Buy
+1,241
New +$320K 0.06% 586

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sherbrooke Park Advisers's WTW Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 1,241 shares — an estimated $325K sold.

Sherbrooke Park Advisers first reported a position in WTW in Q2 2024 and held it in 1 quarter. The position peaked at $325K in Q2 2024. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 1,241 Willis Towers Watson shares in Q3 2024, an estimated $325K.
  • Sherbrooke Park Advisers first reported a position in Willis Towers Watson in Q2 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's Willis Towers Watson position peaked at $325K in Q2 2024.
  • 669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.