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Sit Investment Associates’s Willis Towers Watson WTW Stock Holding History

Sit Investment Associates’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
2023
Q3 		– Sell
-26,220
Closed -$6.17M – 550
2023
Q2 		$6.17M Sell
26,220
-7,200
-22% -$1.66M 0.16% 169
2023
Q1 		$7.77M Buy
33,420
+4,547
+16% +$1.1M 0.21% 142
2022
Q4 		$7.06M Buy
+28,873
New +$6.6M 0.2% 154

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Sit Investment Associates's WTW Position: Q3 2023 in Review

Sit Investment Associates sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 26,220 shares — an estimated $6.17M sold.

Sit Investment Associates first reported a position in WTW in Q4 2022 and held it in 3 quarters. The position peaked at $7.77M in Q1 2023. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Sit Investment Associates reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Sit Investment Associates sold 26,220 Willis Towers Watson shares in Q3 2023, an estimated $6.17M.
  • Sit Investment Associates first reported a position in Willis Towers Watson in Q4 2022 and held it in 3 quarters.
  • Sit Investment Associates's Willis Towers Watson position peaked at $7.77M in Q1 2023.
  • 559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Sit Investment Associates's 13F filing for Q3 2023, filed 13 Nov 2023.