Winslow Evans & Crocker’s Willis Towers Watson WTW Stock Holding History

Winslow Evans & Crocker’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 Q4	$795K	Sell	3,775 -25	-0.7%	-$5.15K	0.15%	153
2020 Q3	$794K	Hold	3,800	–	–	0.2%	117
2020 Q2	$748K	Sell	3,800 -400	-10%	-$76.6K	0.2%	105
2020 Q1	$714K	Hold	4,200	–	–	0.24%	89
2019 Q4	$850K	Hold	4,200	–	–	0.22%	104
2019 Q3	$812K	Hold	4,200	–	–	0.23%	98
2019 Q2	$808K	Hold	4,200	–	–	0.23%	104
2019 Q1	$740K	Sell	4,200 -50	-1%	-$8.3K	0.21%	109
2018 Q4	$646K	Hold	4,250	–	–	0.22%	101
2018 Q3	$600K	Hold	4,250	–	–	0.18%	129
2018 Q2	$646K	Hold	4,250	–	–	0.2%	119
2018 Q1	$647K	Hold	4,250	–	–	0.21%	109
2017 Q4	$640K	Hold	4,250	–	–	0.21%	113
2017 Q3	$655K	Hold	4,250	–	–	0.22%	112
2017 Q2	$618K	Sell	4,250 -50	-1%	-$6.99K	0.17%	137
2017 Q1	$563K	Sell	4,300 -1,000	-19%	-$127K	0.18%	131
2016 Q4	$648K	Hold	5,300	–	–	0.2%	114
2016 Q3	$704K	Hold	5,300	–	–	0.2%	105
2016 Q2	$659K	Hold	5,300	–	–	0.2%	111
2016 Q1	$629K	Buy	+5,300	New	+$610K	0.19%	113
2014 Q1	–	Sell	-19	Closed	-$2K	–	1400
2013 Q4	$2K	Buy	+19	New	+$2.25K	﹤0.01%	1315

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Winslow Evans & Crocker's WTW Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Willis Towers Watson (WTW) stake by 0.66% in Q4 2020, selling an estimated $5.15K and leaving 3,775 shares worth $795K. The position accounts for 0.15% of the portfolio, ranked #153.

Winslow Evans & Crocker first reported a position in WTW in Q4 2013 and has held it in 21 quarters since. The position peaked at $850K in Q4 2019. 543 funds tracked by Wall St. Rank hold WTW as of Q4 2020.

Winslow Evans & Crocker held 3,775 shares of Willis Towers Watson worth $795K as of Q4 2020.
Winslow Evans & Crocker sold 25 Willis Towers Watson shares in Q4 2020, an estimated $5.15K.
Willis Towers Watson made up 0.15% of Winslow Evans & Crocker's portfolio in Q4 2020, its #153 holding.
Winslow Evans & Crocker first reported a position in Willis Towers Watson in Q4 2013 and has held it in 21 quarters since.
Winslow Evans & Crocker's Willis Towers Watson position peaked at $850K in Q4 2019.
543 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.