ClearBridge Investments
AET

ClearBridge Investments’s Aetna Inc AET Stock Holding History

ClearBridge Investments’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
-797,324
Closed -$162M – 1203
2018
Q3 		$162M Sell
797,324
-15,926
-2% -$3.11M 0.14% 156
2018
Q2 		$149M Sell
813,250
-9,089
-1% -$1.62M 0.12% 161
2018
Q1 		$139M Sell
822,339
-1,528
-0.2% -$275K 0.13% 158
2017
Q4 		$149M Buy
823,867
+259
+0% +$44.5K 0.14% 155
2017
Q3 		$131M Buy
823,608
+9,215
+1% +$1.44M 0.13% 165
2017
Q2 		$124M Buy
814,393
+1,985
+0.2% +$281K 0.12% 169
2017
Q1 		$104M Sell
812,408
-1,850,251
-69% -$232M 0.1% 195
2016
Q4 		$330M Buy
2,662,659
+397,587
+18% +$47.6M 0.36% 82
2016
Q3 		$262M Buy
2,265,072
+115,160
+5% +$13.5M 0.29% 100
2016
Q2 		$263M Buy
2,149,912
+127,776
+6% +$14.7M 0.31% 92
2016
Q1 		$227M Buy
2,022,136
+219,712
+12% +$23.5M 0.27% 101
2015
Q4 		$195M Buy
1,802,424
+975,597
+118% +$105M 0.23% 115
2015
Q3 		$90.5M Buy
826,827
+826,568
+319,138% +$95.5M 0.11% 182
2015
Q2 		$33K Sell
259
-86
-25% -$9.82K ﹤0.01% 990
2015
Q1 		$37K Sell
345
-4
-1% -$392 ﹤0.01% 1001
2014
Q4 		$31K Sell
349
-15
-4% -$1.26K ﹤0.01% 1026
2014
Q3 		$29K Sell
364
-40
-10% -$3.25K ﹤0.01% 1025
2014
Q2 		$33K Sell
404
-15
-4% -$1.14K ﹤0.01% 1043
2014
Q1 		$31K Hold
419
– – ﹤0.01% 999
2013
Q4 		$29K Hold
419
– – ﹤0.01% 979
2013
Q3 		$27K Sell
419
-21
-5% -$1.35K ﹤0.01% 962
2013
Q2 		$28K Buy
+440
New +$25.8K ﹤0.01% 943

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

ClearBridge Investments's AET Position: Q4 2018 in Review

ClearBridge Investments sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 797,324 shares — an estimated $162M sold.

ClearBridge Investments first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $330M in Q4 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • ClearBridge Investments reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • ClearBridge Investments sold 797,324 Aetna Inc shares in Q4 2018, an estimated $162M.
  • ClearBridge Investments first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • ClearBridge Investments's Aetna Inc position peaked at $330M in Q4 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on ClearBridge Investments's 13F filing for Q4 2018, filed 14 Feb 2019.