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Adero Partners’s Aegon AEG Stock Holding History

Adero Partners’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$107K Buy
16,237
+265
+2% +$1.69K 0.01% 246
2024
Q4 		$94.1K Buy
15,972
+565
+4% +$3.54K 0.01% 249
2024
Q3 		$98.5K Buy
15,407
+486
+3% +$3.01K 0.01% 233
2024
Q2 		$91.5K Buy
14,921
+46
+0.3% +$291 0.01% 210
2024
Q1 		$90K Sell
14,875
-267
-2% -$1.55K 0.01% 195
2023
Q4 		$87.2K Buy
15,142
+93
+0.6% +$483 0.01% 186
2023
Q3 		$72.2K Buy
15,049
+85
+0.6% +$438 0.01% 176
2023
Q2 		$75.9K Buy
14,964
+16
+0.1% +$73 0.01% 162
2023
Q1 		$64.3K Buy
14,948
+12
+0.1% +$61 0.01% 158
2022
Q4 		$75.3K Buy
14,936
+14
+0.1% +$65 0.01% 159
2022
Q3 		$64K Sell
14,922
-3,395
-19% -$14.8K 0.01% 154
2022
Q2 		$73K Buy
18,317
+973
+6% +$4.83K 0.01% 148
2022
Q1 		$88K Buy
17,344
+1,222
+8% +$6.18K 0.01% 155
2021
Q4 		$76K Sell
16,122
-4,731
-23% -$22.1K 0.01% 153
2021
Q3 		$102K Buy
20,853
+4,421
+27% +$19.2K 0.02% 143
2021
Q2 		$64K Sell
16,432
-279
-2% -$1.19K 0.01% 134
2021
Q1 		$73K Hold
16,711
– – 0.03% 115
2020
Q4 		$61K Sell
16,711
-15,254
-48% -$46.6K 0.05% 80
2020
Q3 		$76K Buy
31,965
+20,533
+180% +$54.6K 0.06% 84
2020
Q2 		$31K Buy
+11,432
New +$28.1K 0.03% 71
2020
Q1 		– Sell
-11,339
Closed -$47K – 70
2019
Q4 		$47K Buy
+11,339
New +$46.3K 0.05% 75

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Adero Partners's AEG Position: Q1 2025 in Review

Adero Partners increased its Aegon (AEG) stake by 1.7% in Q1 2025, buying an estimated $1.69K and bringing the position to 16,237 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #246.

Adero Partners first reported a position in AEG in Q4 2019 and has held it in 21 quarters since. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

  • Adero Partners held 16,237 shares of Aegon worth $107K as of Q1 2025.
  • Adero Partners bought 265 Aegon shares in Q1 2025, an estimated $1.69K.
  • Aegon made up 0.01% of Adero Partners's portfolio in Q1 2025, its #246 holding.
  • Adero Partners first reported a position in Aegon in Q4 2019 and has held it in 21 quarters since.
  • 256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.