Chevy Chase Trust
AET

Chevy Chase Trust’s Aetna Inc AET Stock Holding History

Chevy Chase Trust’s Portfolio AET Stock Details AET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-272,030
Closed -$55.2M – 758
2018
Q3 		$55.2M Sell
272,030
-7,230
-3% -$1.41M 0.23% 97
2018
Q2 		$51.2M Sell
279,260
-1,061
-0.4% -$189K 0.22% 104
2018
Q1 		$47.4M Sell
280,321
-6,762
-2% -$1.22M 0.21% 113
2017
Q4 		$51.8M Sell
287,083
-7,182
-2% -$1.23M 0.22% 109
2017
Q3 		$46.8M Buy
294,265
+3,144
+1% +$491K 0.21% 118
2017
Q2 		$44.2M Sell
291,121
-18,085
-6% -$2.56M 0.21% 121
2017
Q1 		$39.4M Buy
309,206
+9,813
+3% +$1.23M 0.19% 130
2016
Q4 		$37.1M Buy
299,393
+1,449
+0.5% +$173K 0.2% 127
2016
Q3 		$34.4M Sell
297,944
-7,087
-2% -$831K 0.19% 135
2016
Q2 		$37.3M Buy
305,031
+5,026
+2% +$577K 0.21% 119
2016
Q1 		$33.7M Buy
300,005
+7,512
+3% +$804K 0.19% 128
2015
Q4 		$31.6M Buy
292,493
+2,026
+0.7% +$219K 0.19% 132
2015
Q3 		$31.8M Buy
290,467
+8,976
+3% +$1.04M 0.2% 123
2015
Q2 		$35.9M Buy
281,491
+1,365
+0.5% +$156K 0.21% 120
2015
Q1 		$29.8M Buy
280,126
+8,504
+3% +$833K 0.18% 142
2014
Q4 		$24.1M Sell
271,622
-4,811
-2% -$404K 0.15% 170
2014
Q3 		$22.4M Buy
276,433
+14,687
+6% +$1.2M 0.15% 170
2014
Q2 		$21.2M Sell
261,746
-9,002
-3% -$681K 0.15% 170
2014
Q1 		$20.3M Sell
270,748
-3,369
-1% -$238K 0.15% 172
2013
Q4 		$18.8M Buy
274,117
+317
+0.1% +$20.7K 0.14% 177
2013
Q3 		$17.5M Buy
273,800
+1,488
+0.5% +$95.4K 0.14% 173
2013
Q2 		$17.3M Buy
+272,312
New +$16M 0.15% 155

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Chevy Chase Trust's AET Position: Q4 2018 in Review

Chevy Chase Trust sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 272,030 shares — an estimated $55.2M sold.

Chevy Chase Trust first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $55.2M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Chevy Chase Trust reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Chevy Chase Trust sold 272,030 Aetna Inc shares in Q4 2018, an estimated $55.2M.
  • Chevy Chase Trust first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Chevy Chase Trust's Aetna Inc position peaked at $55.2M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Chevy Chase Trust's 13F filing for Q4 2018, filed 14 Feb 2019.