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Yakira Capital Management’s Willis Towers Watson WTW Stock Holding History

Yakira Capital 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
2023
Q4 		– Sell
-9,325
Closed -$1.95M – 349
2023
Q3 		$1.95M Sell
9,325
-2,609
-22% -$557K 0.53% 62
2023
Q2 		$2.81M Buy
11,934
+2,000
+20% +$461K 0.75% 48
2023
Q1 		$2.31M Buy
9,934
+5,500
+124% +$1.33M 0.59% 66
2022
Q4 		$1.08M Sell
4,434
-6,733
-60% -$1.54M 0.22% 118
2022
Q3 		$2.24M Sell
11,167
-4,260
-28% -$879K 0.33% 114
2022
Q2 		$3.04M Sell
15,427
-13,600
-47% -$2.92M 0.48% 87
2022
Q1 		$6.86M Sell
29,027
-18,974
-40% -$4.34M 0.98% 16
2021
Q4 		$11.4M Sell
48,001
-6,325
-12% -$1.5M 1.43% 7
2021
Q3 		$12.6M Buy
54,326
+12,675
+30% +$2.82M 1.96% 6
2021
Q2 		$9.58M Buy
41,651
+500
+1% +$124K 1.56% 8
2021
Q1 		$9.42M Hold
41,151
– – 1.9% 10
2020
Q4 		$8.67M Hold
41,151
– – 2.07% 6
2020
Q3 		$8.59M Buy
41,151
+13,767
+50% +$2.81M 2.54% 5
2020
Q2 		$5.39M Buy
+27,384
New +$5.24M 2.42% 8
2015
Q4 		– Sell
-15,742
Closed -$1.71M – 134
2015
Q3 		$1.71M Buy
+15,742
New +$1.87M 0.96% 33

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Yakira Capital Management's WTW Position: Q4 2023 in Review

Yakira Capital Management sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 9,325 shares — an estimated $1.95M sold.

Yakira Capital Management first reported a position in WTW in Q3 2015 and held it in 15 quarters. The position peaked at $12.6M in Q3 2021. 630 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

  • Yakira Capital Management reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
  • Yakira Capital Management sold 9,325 Willis Towers Watson shares in Q4 2023, an estimated $1.95M.
  • Yakira Capital Management first reported a position in Willis Towers Watson in Q3 2015 and held it in 15 quarters.
  • Yakira Capital Management's Willis Towers Watson position peaked at $12.6M in Q3 2021.
  • 630 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Yakira Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.