TAM
WTW icon

Tradition Asset Management’s Willis Towers Watson WTW Stock Holding History

Tradition Asset 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
2020
Q2 		$4.39M Sell
22,308
-320
-1% -$61.3K 1.26% 30
2020
Q1 		$3.84M Buy
22,628
+690
+3% +$136K 1.28% 27
2019
Q4 		$4.43M Buy
21,938
+1,016
+5% +$195K 1.08% 28
2019
Q3 		$4.04M Sell
20,922
-1,378
-6% -$269K 1.05% 33
2019
Q2 		$4.27M Buy
+22,300
New +$4.04M 1.11% 28

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Asset Management's WTW Position: Q2 2020 in Review

Tradition Asset Management reduced its Willis Towers Watson (WTW) stake by 1.4% in Q2 2020, selling an estimated $61.3K and leaving 22,308 shares worth $4.39M. The position accounts for 1.26% of the portfolio, ranked #30.

Tradition Asset Management first reported a position in WTW in Q2 2019 and has held it in 5 quarters since. The position peaked at $4.43M in Q4 2019. 502 funds tracked by Wall St. Rank hold WTW as of Q2 2020.

  • Tradition Asset Management held 22,308 shares of Willis Towers Watson worth $4.39M as of Q2 2020.
  • Tradition Asset Management sold 320 Willis Towers Watson shares in Q2 2020, an estimated $61.3K.
  • Willis Towers Watson made up 1.26% of Tradition Asset Management's portfolio in Q2 2020, its #30 holding.
  • Tradition Asset Management first reported a position in Willis Towers Watson in Q2 2019 and has held it in 5 quarters since.
  • Tradition Asset Management's Willis Towers Watson position peaked at $4.43M in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.