SCM
AET

Sio Capital Management’s Aetna Inc AET Stock Holding History

Sio Capital 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
2018
Q4 		– Sell
-60,444
Closed -$12.3M – 93
2018
Q3 		$12.3M Buy
60,444
+21,309
+54% +$4.16M 4.21% 5
2018
Q2 		$7.18M Buy
39,135
+7,500
+24% +$1.34M 3.97% 6
2018
Q1 		$5.35M Sell
31,635
-26,454
-46% -$4.75M 3.21% 12
2017
Q4 		$10.5M Buy
58,089
+7,566
+15% +$1.3M 5.91% 3
2017
Q3 		$8.03M Sell
50,523
-1,477
-3% -$231K 4.17% 6
2017
Q2 		$7.89M Buy
52,000
+14,900
+40% +$2.11M 3.75% 5
2017
Q1 		$4.73M Buy
37,100
+17,100
+86% +$2.15M 2.65% 13
2016
Q4 		$2.48M Buy
+20,000
New +$2.39M 1.45% 29
2016
Q1 		– Sell
-50,700
Closed -$5.48M – 56
2015
Q4 		$5.48M Buy
+50,700
New +$5.48M 2.43% 16
2015
Q3 		– Sell
-40,000
Closed -$5.1M – 49
2015
Q2 		$5.1M Buy
+40,000
New +$4.57M 2.52% 12

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

Sio Capital Management's AET Position: Q4 2018 in Review

Sio Capital Management sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 60,444 shares — an estimated $12.3M sold.

Sio Capital Management first reported a position in AET in Q2 2015 and held it in 10 quarters. The position peaked at $12.3M in Q3 2018. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Sio Capital Management reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Sio Capital Management sold 60,444 Aetna Inc shares in Q4 2018, an estimated $12.3M.
  • Sio Capital Management first reported a position in Aetna Inc in Q2 2015 and held it in 10 quarters.
  • Sio Capital Management's Aetna Inc position peaked at $12.3M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

Based on Sio Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.