AG
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Aperio Group’s Aegon AEG Stock Holding History

Aperio Group’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
2020
Q4 		$18.7M Sell
5,128,365
-18,666
-0.4% -$57.1K 0.06% 333
2020
Q3 		$12.2M Sell
5,147,031
-19,396
-0.4% -$51.6K 0.04% 414
2020
Q2 		$14M Buy
5,166,427
+1,383,990
+37% +$3.4M 0.05% 352
2020
Q1 		$8.69M Buy
3,782,437
+1,770,002
+88% +$5.9M 0.04% 459
2019
Q4 		$8.41M Buy
2,012,435
+78,758
+4% +$322K 0.03% 558
2019
Q3 		$7.37M Buy
1,933,677
+465,355
+32% +$1.85M 0.03% 575
2019
Q2 		$6.45M Sell
1,468,322
-60,308
-4% -$257K 0.03% 620
2019
Q1 		$6.27M Sell
1,528,630
-117,870
-7% -$515K 0.03% 613
2018
Q4 		$6.56M Sell
1,646,500
-440,647
-21% -$2.15M 0.03% 539
2018
Q3 		$11.5M Buy
2,087,147
+75,589
+4% +$393K 0.05% 397
2018
Q2 		$9.93M Buy
2,011,558
+180,530
+10% +$994K 0.05% 437
2018
Q1 		$10.1M Buy
1,831,028
+88,704
+5% +$489K 0.05% 419
2017
Q4 		$8.93M Buy
1,742,324
+33,689
+2% +$164K 0.05% 456
2017
Q3 		$8.04M Buy
1,708,635
+41,605
+2% +$189K 0.05% 449
2017
Q2 		$6.74M Buy
1,667,030
+146,615
+10% +$574K 0.04% 489
2017
Q1 		$6M Buy
1,520,415
+94,368
+7% +$400K 0.04% 486
2016
Q4 		$6.07M Sell
1,426,047
-297,293
-17% -$1.11M 0.05% 437
2016
Q3 		$5.12M Buy
1,723,340
+604,211
+54% +$1.8M 0.04% 526
2016
Q2 		$3.33M Sell
1,119,129
-195,821
-15% -$736K 0.03% 643
2016
Q1 		$5.2M Sell
1,314,950
-111,950
-8% -$433K 0.04% 463
2015
Q4 		$5.82M Sell
1,426,900
-35,547
-2% -$152K 0.05% 410
2015
Q3 		$6.04M Buy
1,462,447
+637,899
+77% +$3.08M 0.06% 372
2015
Q2 		$4.29M Buy
824,548
+732
+0.1% +$3.97K 0.04% 463
2015
Q1 		$4.51M Buy
823,816
+45,588
+6% +$239K 0.05% 434
2014
Q4 		$4.03M Sell
778,228
-4,301
-0.5% -$23.2K 0.05% 441
2014
Q3 		$4.44M Sell
782,529
-47,716
-6% -$270K 0.06% 383
2014
Q2 		$4.94M Buy
830,245
+55,015
+7% +$331K 0.07% 339
2014
Q1 		$4.84M Buy
+775,230
New +$4.73M 0.07% 381
2013
Q4 		– Sell
-628,735
Closed -$3.58M – 389
2013
Q3 		$3.16M Buy
628,735
+38,939
+7% +$199K 0.06% 413
2013
Q2 		$2.71M Buy
+589,796
New +$2.61M 0.06% 396

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
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
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aperio Group's AEG Position: Q4 2020 in Review

Aperio Group reduced its Aegon (AEG) stake by 0.36% in Q4 2020, selling an estimated $57.1K and leaving 5,128,365 shares worth $18.7M. The position accounts for 0.06% of the portfolio, ranked #333.

Aperio Group first reported a position in AEG in Q2 2013 and has held it in 30 quarters since. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

  • Aperio Group held 5,128,365 shares of Aegon worth $18.7M as of Q4 2020.
  • Aperio Group sold 18,666 Aegon shares in Q4 2020, an estimated $57.1K.
  • Aegon made up 0.06% of Aperio Group's portfolio in Q4 2020, its #333 holding.
  • Aperio Group first reported a position in Aegon in Q2 2013 and has held it in 30 quarters since.
  • 175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.