Westchester Capital Management (New York)’s Willis Towers Watson WTW Stock Holding History

Westchester Capital Management (New York)’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 Q3	–	Sell	-1,194,739	Closed	-$275M	–	379
2021 Q2	$275M	Buy	1,194,739 +125,056	+12%	+$31.1M	6.37%	1
2021 Q1	$245M	Buy	1,069,683 +8,084	+0.8%	+$1.76M	6.78%	1
2020 Q4	$224M	Buy	1,061,599 +19,596	+2%	+$4.03M	7.3%	1
2020 Q3	$218M	Buy	1,042,003 +88,604	+9%	+$18.1M	9.16%	1
2020 Q2	$188M	Buy	953,399 +544,424	+133%	+$104M	8.22%	3
2020 Q1	$69.5M	Buy	+408,975	New	+$80.4M	2.63%	12

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Westchester Capital Management (New York)'s WTW Position: Q3 2021 in Review

Westchester Capital Management (New York) sold out of Willis Towers Watson (WTW) in Q3 2021, closing a stake of 1,194,739 shares — an estimated $275M sold.

Westchester Capital Management (New York) first reported a position in WTW in Q1 2020 and held it in 6 quarters. The position peaked at $275M in Q2 2021. 563 funds tracked by Wall St. Rank hold WTW as of Q3 2021.

Westchester Capital Management (New York) reported no remaining Willis Towers Watson position as of Q3 2021 after selling out during the quarter.
Westchester Capital Management (New York) sold 1,194,739 Willis Towers Watson shares in Q3 2021, an estimated $275M.
Westchester Capital Management (New York) first reported a position in Willis Towers Watson in Q1 2020 and held it in 6 quarters.
Westchester Capital Management (New York)'s Willis Towers Watson position peaked at $275M in Q2 2021.
563 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2021.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2021, filed 15 Nov 2021.