Jacobs Levy Equity Management
AET

Jacobs Levy Equity Management’s Aetna Inc AET Stock Holding History

Jacobs Levy Equity Management’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
2017
Q4 		– Sell
-22,900
Closed -$3.64M – 1112
2017
Q3 		$3.64M Sell
22,900
-420
-2% -$65.6K 0.07% 306
2017
Q2 		$3.54M Sell
23,320
-77,358
-77% -$10.9M 0.08% 299
2017
Q1 		$12.8M Sell
100,678
-61,220
-38% -$7.69M 0.26% 122
2016
Q4 		$20.1M Buy
161,898
+133,943
+479% +$16M 0.39% 73
2016
Q3 		$3.23M Buy
+27,955
New +$3.28M 0.06% 333
2016
Q2 		– Sell
-10,610
Closed -$1.19M – 1283
2016
Q1 		$1.19M Sell
10,610
-142,694
-93% -$15.3M 0.03% 532
2015
Q4 		$16.6M Sell
153,304
-13,000
-8% -$1.41M 0.33% 96
2015
Q3 		$18.2M Sell
166,304
-8,290
-5% -$958K 0.37% 90
2015
Q2 		$22.3M Sell
174,594
-66,126
-27% -$7.55M 0.42% 72
2015
Q1 		$25.6M Sell
240,720
-83,974
-26% -$8.23M 0.44% 66
2014
Q4 		$28.8M Sell
324,694
-211,716
-39% -$17.8M 0.49% 52
2014
Q3 		$43.4M Sell
536,410
-810
-0.2% -$65.9K 0.73% 28
2014
Q2 		$43.6M Sell
537,220
-8,890
-2% -$673K 0.72% 24
2014
Q1 		$40.9M Buy
546,110
+9,690
+2% +$686K 0.69% 27
2013
Q4 		$36.8M Buy
536,420
+330,790
+161% +$21.6M 0.55% 45
2013
Q3 		$13.2M Buy
+205,630
New +$13.2M 0.22% 139

Other funds holding AET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jacobs Levy Equity Management's AET Position: Q4 2017 in Review

Jacobs Levy Equity Management sold out of Aetna Inc (AET) in Q4 2017, closing a stake of 22,900 shares — an estimated $3.64M sold.

Jacobs Levy Equity Management first reported a position in AET in Q3 2013 and held it in 16 quarters. The position peaked at $43.6M in Q2 2014. 1,033 funds tracked by Wall St. Rank hold AET as of Q4 2017.

  • Jacobs Levy Equity Management reported no remaining Aetna Inc position as of Q4 2017 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 22,900 Aetna Inc shares in Q4 2017, an estimated $3.64M.
  • Jacobs Levy Equity Management first reported a position in Aetna Inc in Q3 2013 and held it in 16 quarters.
  • Jacobs Levy Equity Management's Aetna Inc position peaked at $43.6M in Q2 2014.
  • 1,033 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2017, filed 13 Feb 2018.