Dodge & Cox
AET

Dodge & Cox’s Aetna Inc AET Stock Holding History

Dodge & Cox’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
-2,100
Closed -$426K – 193
2018
Q3 		$426K Buy
2,100
+700
+50% +$137K ﹤0.01% 161
2018
Q2 		$257K Hold
1,400
– – ﹤0.01% 170
2018
Q1 		$237K Hold
1,400
– – ﹤0.01% 169
2017
Q4 		$253K Hold
1,400
– – ﹤0.01% 171
2017
Q3 		$223K Hold
1,400
– – ﹤0.01% 174
2017
Q2 		$213K Buy
+1,400
New +$198K ﹤0.01% 176
2015
Q2 		– Sell
-3,000
Closed -$320K – 186
2015
Q1 		$320K Sell
3,000
-3,000
-50% -$294K ﹤0.01% 172
2014
Q4 		$533K Hold
6,000
– – ﹤0.01% 152
2014
Q3 		$486K Hold
6,000
– – ﹤0.01% 156
2014
Q2 		$486K Hold
6,000
– – ﹤0.01% 151
2014
Q1 		$450K Hold
6,000
– – ﹤0.01% 151
2013
Q4 		$412K Hold
6,000
– – ﹤0.01% 152
2013
Q3 		$384K Hold
6,000
– – ﹤0.01% 151
2013
Q2 		$381K Buy
+6,000
New +$352K ﹤0.01% 151

Other funds holding AET

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $59.5B AUM 35.96% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Dodge & Cox's AET Position: Q4 2018 in Review

Dodge & Cox sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 2,100 shares — an estimated $426K sold.

Dodge & Cox first reported a position in AET in Q2 2013 and held it in 14 quarters. The position peaked at $533K in Q4 2014. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Dodge & Cox reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Dodge & Cox sold 2,100 Aetna Inc shares in Q4 2018, an estimated $426K.
  • Dodge & Cox first reported a position in Aetna Inc in Q2 2013 and held it in 14 quarters.
  • Dodge & Cox's Aetna Inc position peaked at $533K in Q4 2014.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Dodge & Cox's 13F filing for Q4 2018, filed 14 Feb 2019.