Almanack Investment Partners’s Aegon AEG Stock Holding History

Almanack Investment 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
2022 Q4	–	Sell	-128	Closed	-$1K	–	187
2022 Q3	$1K	Buy	+128	New	+$557	﹤0.01%	754

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Almanack Investment Partners's AEG Position: Q4 2022 in Review

Almanack Investment Partners sold out of Aegon (AEG) in Q4 2022, closing a stake of 128 shares — an estimated $1K sold.

Almanack Investment Partners first reported a position in AEG in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 228 funds tracked by Wall St. Rank hold AEG as of Q4 2022.

Almanack Investment Partners reported no remaining Aegon position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 128 Aegon shares in Q4 2022, an estimated $1K.
Almanack Investment Partners first reported a position in Aegon in Q3 2022 and held it in 1 quarter.
Almanack Investment Partners's Aegon position peaked at $1K in Q3 2022.
228 funds tracked by Wall St. Rank held Aegon as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.