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SSI Investment Management’s Willis Towers Watson WTW Stock Holding History

SSI Investment 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
2021
Q1 		– Sell
-959
Closed -$204K – 311
2020
Q4 		$204K Hold
959
– – 0.01% 269
2020
Q3 		$201K Buy
+959
New +$196K 0.02% 254
2020
Q1 		– Sell
-1,004
Closed -$204K – 272
2019
Q4 		$204K Buy
+1,004
New +$192K 0.01% 282

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SSI Investment Management's WTW Position: Q1 2021 in Review

SSI Investment Management sold out of Willis Towers Watson (WTW) in Q1 2021, closing a stake of 959 shares — an estimated $204K sold.

SSI Investment Management first reported a position in WTW in Q4 2019 and held it in 3 quarters. The position peaked at $204K in Q4 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q1 2021.

  • SSI Investment Management reported no remaining Willis Towers Watson position as of Q1 2021 after selling out during the quarter.
  • SSI Investment Management sold 959 Willis Towers Watson shares in Q1 2021, an estimated $204K.
  • SSI Investment Management first reported a position in Willis Towers Watson in Q4 2019 and held it in 3 quarters.
  • SSI Investment Management's Willis Towers Watson position peaked at $204K in Q4 2020.
  • 544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2021.

Based on SSI Investment Management's 13F filing for Q1 2021, filed 28 May 2021.