JO
AET

John Overdeck’s Aetna Inc AET Stock Holding History

John Overdeck’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
-98,711
Closed -$20M – 3790
2018
Q3 		$20M Buy
98,711
+95,515
+2,989% +$18.7M 0.05% 412
2018
Q2 		$586K Sell
3,196
-144,960
-98% -$25.8M ﹤0.01% 2544
2018
Q1 		$25M Sell
148,156
-58,135
-28% -$10.4M 0.08% 288
2017
Q4 		$37.2M Buy
+206,291
New +$35.4M 0.12% 222
2017
Q2 		– Sell
-275,120
Closed -$38.9M – 3464
2017
Q1 		$35.1M Sell
275,120
-1,240,514
-82% -$156M 0.12% 227
2016
Q4 		$188M Buy
1,515,634
+795,565
+110% +$95.2M 0.72% 1
2016
Q3 		$83.1M Buy
720,069
+400,402
+125% +$46.9M 0.3% 68
2016
Q2 		$39M Buy
319,667
+100,088
+46% +$11.5M 0.17% 135
2016
Q1 		$24.7M Sell
219,579
-356,548
-62% -$38.2M 0.12% 205
2015
Q4 		$62.3M Buy
+576,127
New +$62.3M 0.3% 83
2015
Q3 		– Sell
-13,589
Closed -$1.73M – 3001
2015
Q2 		$1.73M Buy
+13,589
New +$1.55M 0.01% 1295
2015
Q1 		– Sell
-201,895
Closed -$17.9M – 2992
2014
Q4 		$17.9M Buy
201,895
+71,762
+55% +$6.02M 0.1% 257
2014
Q3 		$10.5M Sell
130,133
-618,016
-83% -$50.3M 0.05% 433
2014
Q2 		$60.7M Buy
+748,149
New +$56.6M 0.27% 84
2014
Q1 		– Sell
-230,604
Closed -$15.8M – 2413
2013
Q4 		$15.8M Sell
230,604
-122,808
-35% -$8.01M 0.09% 296
2013
Q3 		$22.6M Buy
+353,412
New +$22.7M 0.14% 186

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

John Overdeck's AET Position: Q4 2018 in Review

John Overdeck sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 98,711 shares — an estimated $20M sold.

John Overdeck first reported a position in AET in Q3 2013 and held it in 16 quarters. The position peaked at $188M in Q4 2016. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • John Overdeck reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • John Overdeck sold 98,711 Aetna Inc shares in Q4 2018, an estimated $20M.
  • John Overdeck first reported a position in Aetna Inc in Q3 2013 and held it in 16 quarters.
  • John Overdeck's Aetna Inc position peaked at $188M in Q4 2016.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Two Sigma Investments's 13F filing for Q4 2018, filed 14 Feb 2019.