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Summit Global Investments’s Willis Towers Watson WTW Stock Holding History

Summit Global Investments’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
-10,761
Closed -$2.56M – 572
2021
Q4 		$2.56M Buy
10,761
+3,686
+52% +$872K 0.16% 124
2021
Q3 		$1.65M Buy
+7,075
New +$1.57M 0.12% 148

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Harris Associates
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Summit Global Investments's WTW Position: Q1 2022 in Review

Summit Global Investments sold out of Willis Towers Watson (WTW) in Q1 2022, closing a stake of 10,761 shares — an estimated $2.56M sold.

Summit Global Investments first reported a position in WTW in Q3 2021 and held it in 2 quarters. The position peaked at $2.56M in Q4 2021. 549 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

  • Summit Global Investments reported no remaining Willis Towers Watson position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 10,761 Willis Towers Watson shares in Q1 2022, an estimated $2.56M.
  • Summit Global Investments first reported a position in Willis Towers Watson in Q3 2021 and held it in 2 quarters.
  • Summit Global Investments's Willis Towers Watson position peaked at $2.56M in Q4 2021.
  • 549 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.