Wellington Management Group
AET

Wellington Management Group’s Aetna Inc AET Stock Holding History

Wellington Management Group’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
-5,163,739
Closed -$1.05B – 2306
2018
Q3 		$1.05B Sell
5,163,739
-483,504
-9% -$94.5M 0.22% 113
2018
Q2 		$1.04B Sell
5,647,243
-544,085
-9% -$97M 0.23% 109
2018
Q1 		$1.05B Buy
6,191,328
+97,009
+2% +$17.4M 0.24% 110
2017
Q4 		$1.1B Sell
6,094,319
-3,653,876
-37% -$628M 0.24% 99
2017
Q3 		$1.55B Sell
9,748,195
-515,471
-5% -$80.5M 0.36% 73
2017
Q2 		$1.56B Buy
10,263,666
+1,995,660
+24% +$282M 0.37% 72
2017
Q1 		$1.05B Sell
8,268,006
-1,154,835
-12% -$145M 0.25% 99
2016
Q4 		$1.17B Sell
9,422,841
-1,200,265
-11% -$144M 0.29% 89
2016
Q3 		$1.23B Sell
10,623,106
-2,357,234
-18% -$276M 0.31% 80
2016
Q2 		$1.59B Sell
12,980,340
-86,589
-0.7% -$9.94M 0.41% 58
2016
Q1 		$1.47B Sell
13,066,929
-1,019,350
-7% -$109M 0.39% 66
2015
Q4 		$1.52B Buy
14,086,279
+1,057,564
+8% +$114M 0.4% 63
2015
Q3 		$1.43B Sell
13,028,715
-3,624,805
-22% -$419M 0.4% 61
2015
Q2 		$2.12B Sell
16,653,520
-1,855,957
-10% -$212M 0.55% 41
2015
Q1 		$1.97B Buy
18,509,477
+251,927
+1% +$24.7M 0.51% 38
2014
Q4 		$1.62B Buy
18,257,550
+84,356
+0.5% +$7.08M 0.43% 48
2014
Q3 		$1.47B Sell
18,173,194
-2,146,387
-11% -$175M 0.41% 55
2014
Q2 		$1.65B Sell
20,319,581
-452,672
-2% -$34.3M 0.44% 54
2014
Q1 		$1.56B Buy
20,772,253
+2,030,661
+11% +$144M 0.43% 53
2013
Q4 		$1.29B Buy
18,741,592
+6,139,496
+49% +$401M 0.37% 61
2013
Q3 		$807M Buy
12,602,096
+2,199,796
+21% +$141M 0.25% 92
2013
Q2 		$661M Buy
+10,402,300
New +$611M 0.22% 97

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

Wellington Management Group's AET Position: Q4 2018 in Review

Wellington Management Group sold out of Aetna Inc (AET) in Q4 2018, closing a stake of 5,163,739 shares — an estimated $1.05B sold.

Wellington Management Group first reported a position in AET in Q2 2013 and held it in 22 quarters. The position peaked at $2.12B in Q2 2015. 6 funds tracked by Wall St. Rank hold AET as of Q4 2018.

  • Wellington Management Group reported no remaining Aetna Inc position as of Q4 2018 after selling out during the quarter.
  • Wellington Management Group sold 5,163,739 Aetna Inc shares in Q4 2018, an estimated $1.05B.
  • Wellington Management Group first reported a position in Aetna Inc in Q2 2013 and held it in 22 quarters.
  • Wellington Management Group's Aetna Inc position peaked at $2.12B in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Aetna Inc as of Q4 2018.

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