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Caldwell Trust’s Aegon AEG Stock Holding History

Caldwell Trust’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
2026
Q1 		$3.4K Hold
469
– – ﹤0.01% 732
2025
Q4 		$3.62K Hold
469
– – ﹤0.01% 704
2025
Q3 		$3.75K Hold
469
– – ﹤0.01% 701
2025
Q2 		$3.4K Hold
469
– – ﹤0.01% 703
2025
Q1 		$3.09K Hold
469
– – ﹤0.01% 713
2024
Q4 		$2.76K Hold
469
– – ﹤0.01% 678
2024
Q3 		$3K Hold
469
– – ﹤0.01% 669
2024
Q2 		$2.88K Hold
469
– – ﹤0.01% 666
2024
Q1 		$2.84K Buy
+469
New +$2.73K ﹤0.01% 683
2022
Q3 		– Sell
-16,878
Closed -$72.2K – 722
2022
Q2 		$72.2K Buy
+16,878
New +$83.8K 0.01% 391

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return