Fayez Sarofim & Co
AET

Fayez Sarofim & Co’s Aetna Inc AET Stock Holding History

Fayez Sarofim & Co’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
-7,427
Closed -$1.51M – 249
2018
Q3 		$1.51M Hold
7,427
– – 0.01% 143
2018
Q2 		$1.36M Sell
7,427
-10
-0.1% -$1.78K 0.01% 144
2018
Q1 		$1.26M Buy
7,437
+10
+0.1% +$1.8K 0.01% 148
2017
Q4 		$1.34M Hold
7,427
– – 0.01% 143
2017
Q3 		$1.18M Buy
7,427
+3,365
+83% +$526K 0.01% 152
2017
Q2 		$617K Sell
4,062
-300
-7% -$42.4K ﹤0.01% 168
2017
Q1 		$556K Hold
4,362
– – ﹤0.01% 178
2016
Q4 		$541K Buy
4,362
+1,170
+37% +$140K ﹤0.01% 176
2016
Q3 		$369K Buy
3,192
+457
+17% +$53.6K ﹤0.01% 204
2016
Q2 		$334K Hold
2,735
– – ﹤0.01% 208
2016
Q1 		$307K Hold
2,735
– – ﹤0.01% 216
2015
Q4 		$296K Hold
2,735
– – ﹤0.01% 217
2015
Q3 		$299K Hold
2,735
– – ﹤0.01% 210
2015
Q2 		$349K Hold
2,735
– – ﹤0.01% 204
2015
Q1 		$291K Hold
2,735
– – ﹤0.01% 219
2014
Q4 		$243K Hold
2,735
– – ﹤0.01% 234
2014
Q3 		$222K Sell
2,735
-2,318
-46% -$189K ﹤0.01% 254
2014
Q2 		$410K Sell
5,053
-2,415
-32% -$183K ﹤0.01% 197
2014
Q1 		$560K Buy
7,468
+53
+0.7% +$3.75K ﹤0.01% 174
2013
Q4 		$509K Buy
+7,415
New +$484K ﹤0.01% 178
2013
Q2 		$330K Buy
+5,200
New +$305K ﹤0.01% 198

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

Fayez Sarofim & Co's AET Position: Q4 2018 in Review

Fayez Sarofim & Co sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 7,427 shares — an estimated $1.51M sold.

Fayez Sarofim & Co first reported a position in AET in Q2 2013 and held it in 21 quarters. The position peaked at $1.51M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Fayez Sarofim & Co reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Fayez Sarofim & Co sold 7,427 Aetna Inc shares in Q4 2018, an estimated $1.51M.
  • Fayez Sarofim & Co first reported a position in Aetna Inc in Q2 2013 and held it in 21 quarters.
  • Fayez Sarofim & Co's Aetna Inc position peaked at $1.51M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Fayez Sarofim & Co's 13F filing for Q4 2018, filed 13 Feb 2019.