ORI
AET

Oak Ridge Investments’s Aetna Inc AET Stock Holding History

Oak Ridge Investments’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
Q1 		– Sell
-44,553
Closed -$8.04M – 174
2017
Q4 		$8.04M Buy
+44,553
New +$7.65M 0.38% 88
2016
Q3 		– Sell
-3,077
Closed -$376K – 151
2016
Q2 		$376K Hold
3,077
– – 0.01% 131
2016
Q1 		$346K Buy
3,077
+838
+37% +$89.7K 0.01% 126
2015
Q4 		$242K Hold
2,239
– – 0.01% 137
2015
Q3 		$245K Hold
2,239
– – 0.01% 138
2015
Q2 		$285K Hold
2,239
– – 0.01% 137
2015
Q1 		$239K Buy
+2,239
New +$219K 0.01% 140

Other funds holding AET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Oak Ridge Investments's AET Position: Q1 2018 in Review

Oak Ridge Investments sold out of Aetna Inc (AET) in Q1 2018, closing a stake of 44,553 shares — an estimated $8.04M sold.

Oak Ridge Investments first reported a position in AET in Q1 2015 and held it in 7 quarters. The position peaked at $8.04M in Q4 2017. 1,004 funds tracked by Wall St. Rank hold AET as of Q1 2018.

  • Oak Ridge Investments reported no remaining Aetna Inc position as of Q1 2018 after selling out during the quarter.
  • Oak Ridge Investments sold 44,553 Aetna Inc shares in Q1 2018, an estimated $8.04M.
  • Oak Ridge Investments first reported a position in Aetna Inc in Q1 2015 and held it in 7 quarters.
  • Oak Ridge Investments's Aetna Inc position peaked at $8.04M in Q4 2017.
  • 1,004 funds tracked by Wall St. Rank held Aetna Inc as of Q1 2018.

Based on Oak Ridge Investments's 13F filing for Q1 2018, filed 14 May 2018.