EIP
AET

Epoch Investment Partners’s Aetna Inc AET Stock Holding History

Epoch Investment Partners’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
2014
Q4 		– Sell
-1,480,422
Closed -$120M – 287
2014
Q3 		$120M Sell
1,480,422
-3,846,999
-72% -$313M 0.47% 73
2014
Q2 		$432M Sell
5,327,421
-611,003
-10% -$46.2M 1.68% 10
2014
Q1 		$445M Buy
5,938,424
+31,678
+0.5% +$2.24M 1.79% 8
2013
Q4 		$405M Buy
5,906,746
+2,280,724
+63% +$149M 1.71% 8
2013
Q3 		$232M Buy
3,626,022
+1,009,381
+39% +$64.7M 1.04% 25
2013
Q2 		$166M Buy
+2,616,641
New +$154M 0.83% 38

Other funds holding AET

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Epoch Investment Partners's AET Position: Q4 2014 in Review

Epoch Investment Partners sold out of Aetna Inc (AET) in Q4 2014, closing a stake of 1,480,422 shares — an estimated $120M sold.

Epoch Investment Partners first reported a position in AET in Q2 2013 and held it in 6 quarters. The position peaked at $445M in Q1 2014. 755 funds tracked by Wall St. Rank hold AET as of Q4 2014.

  • Epoch Investment Partners reported no remaining Aetna Inc position as of Q4 2014 after selling out during the quarter.
  • Epoch Investment Partners sold 1,480,422 Aetna Inc shares in Q4 2014, an estimated $120M.
  • Epoch Investment Partners first reported a position in Aetna Inc in Q2 2013 and held it in 6 quarters.
  • Epoch Investment Partners's Aetna Inc position peaked at $445M in Q1 2014.
  • 755 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2014.

Based on Epoch Investment Partners's 13F filing for Q4 2014, filed 13 Feb 2015.