Berman Capital Advisors’s Aegon AEG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Buy	868 +43	+5%	+$186	﹤0.01%	1460
2021 Q2	$3K	Sell	825 -14	-2%	-$60	﹤0.01%	1445
2021 Q1	$3K	Hold	839	–	–	﹤0.01%	1384
2020 Q4	$3K	Sell	839 -216	-20%	-$660	﹤0.01%	1264
2020 Q3	$2K	Buy	1,055 +21	+2%	+$56	﹤0.01%	1246
2020 Q2	$2K	Buy	1,034 +709	+218%	+$1.74K	﹤0.01%	1221
2020 Q1	$0	Sell	325 -1,060	-77%	-$3.53K	﹤0.01%	1441
2019 Q4	$5K	Hold	1,385	–	–	﹤0.01%	955
2019 Q3	$5K	Buy	1,385 +1,145	+477%	+$4.56K	﹤0.01%	925
2019 Q2	$1K	Sell	240 -718	-75%	-$3.06K	﹤0.01%	1289
2019 Q1	$3K	Buy	958 +433	+82%	+$1.89K	﹤0.01%	972
2018 Q4	$1K	Buy	+525	New	+$2.56K	﹤0.01%	935

Other funds holding AEG

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GWI

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Berman Capital Advisors's AEG Position: Q3 2021 in Review

Berman Capital Advisors increased its Aegon (AEG) stake by 5.2% in Q3 2021, buying an estimated $186 and bringing the position to 868 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Berman Capital Advisors first reported a position in AEG in Q4 2018 and has held it in 12 quarters since. The position peaked at $5K in Q4 2019. 185 funds tracked by Wall St. Rank hold AEG as of Q3 2021.

Berman Capital Advisors held 868 shares of Aegon worth $4K as of Q3 2021.
Berman Capital Advisors bought 43 Aegon shares in Q3 2021, an estimated $186.
Aegon made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1460 holding.
Berman Capital Advisors first reported a position in Aegon in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Aegon position peaked at $5K in Q4 2019.
185 funds tracked by Wall St. Rank held Aegon as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.