FI
AET

Focused Investors’s Aetna Inc AET Stock Holding History

Focused Investors’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
-402,200
Closed -$81.6M – 23
2018
Q3 		$81.6M Sell
402,200
-900
-0.2% -$176K 3.21% 17
2018
Q2 		$74M Buy
403,100
+700
+0.2% +$125K 3.17% 18
2018
Q1 		$68M Sell
402,400
-12,600
-3% -$2.26M 2.97% 19
2017
Q4 		$74.9M Sell
415,000
-261,000
-39% -$44.8M 3.04% 19
2017
Q3 		$107M Sell
676,000
-20,000
-3% -$3.12M 4.56% 11
2017
Q2 		$106M Sell
696,000
-167,600
-19% -$23.7M 4.49% 11
2017
Q1 		$110M Buy
863,600
+153,600
+22% +$19.3M 3.98% 15
2016
Q4 		$88M Sell
710,000
-14,100
-2% -$1.69M 3.34% 20
2016
Q3 		$83.6M Sell
724,100
-7,000
-1% -$821K 3.32% 19
2016
Q2 		$89.3M Sell
731,100
-12,200
-2% -$1.4M 3.52% 17
2016
Q1 		$83.5M Buy
743,300
+159,000
+27% +$17M 3.21% 19
2015
Q4 		$63.2M Sell
584,300
-43,700
-7% -$4.72M 2.44% 21
2015
Q3 		$68.7M Sell
628,000
-10,100
-2% -$1.17M 2.51% 22
2015
Q2 		$81.3M Sell
638,100
-517,400
-45% -$59.1M 2.82% 21
2015
Q1 		$123M Buy
1,155,500
+34,000
+3% +$3.33M 4.26% 11
2014
Q4 		$99.6M Sell
1,121,500
-71,900
-6% -$6.03M 3.61% 15
2014
Q3 		$96.7M Sell
1,193,400
-7,600
-0.6% -$618K 3.56% 15
2014
Q2 		$97.4M Sell
1,201,000
-6,300
-0.5% -$477K 3.65% 13
2014
Q1 		$90.5M Buy
1,207,300
+259,600
+27% +$18.4M 3.58% 14
2013
Q4 		$65M Buy
947,700
+1,000
+0.1% +$65.3K 2.55% 21
2013
Q3 		$60.6M Buy
946,700
+49,200
+5% +$3.16M 2.6% 21
2013
Q2 		$57M Buy
+897,500
New +$52.7M 2.48% 22

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

Focused Investors's AET Position: Q4 2018 in Review

Focused Investors sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 402,200 shares — an estimated $81.6M sold.

Focused Investors first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $123M in Q1 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Focused Investors reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Focused Investors sold 402,200 Aetna Inc shares in Q4 2018, an estimated $81.6M.
  • Focused Investors first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Focused Investors's Aetna Inc position peaked at $123M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Focused Investors's 13F filing for Q4 2018, filed 25 Jan 2019.