Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Aegon AEG Stock Holding History

Cambridge Investment Research 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
2023
Q2 		– Sell
-33,444
Closed -$144K – 3166
2023
Q1 		$144K Sell
33,444
-1,158
-3% -$5.86K ﹤0.01% 2909
2022
Q4 		$174K Sell
34,602
-4,177
-11% -$19.3K ﹤0.01% 2793
2022
Q3 		$154K Buy
38,779
+840
+2% +$3.66K ﹤0.01% 2774
2022
Q2 		$162K Sell
37,939
-470
-1% -$2.33K ﹤0.01% 2773
2022
Q1 		$194K Sell
38,409
-232
-0.6% -$1.17K ﹤0.01% 2886
2021
Q4 		$183K Buy
38,641
+964
+3% +$4.51K ﹤0.01% 2914
2021
Q3 		$183K Buy
37,677
+19,864
+112% +$86.1K ﹤0.01% 2829
2021
Q2 		$69K Sell
17,813
-828
-4% -$3.52K ﹤0.01% 3004
2021
Q1 		$81K Buy
+18,641
New +$78K ﹤0.01% 2783
2020
Q3 		– Sell
-11,180
Closed -$30K – 2517
2020
Q2 		$30K Sell
11,180
-1,609
-13% -$3.95K ﹤0.01% 2402
2020
Q1 		$29K Sell
12,789
-12,214
-49% -$40.7K ﹤0.01% 2218
2019
Q4 		$105K Buy
25,003
+11,022
+79% +$45K ﹤0.01% 2305
2019
Q3 		$53K Sell
13,981
-3,692
-21% -$14.7K ﹤0.01% 2277
2019
Q2 		$78K Sell
17,673
-683,695
-97% -$2.91M ﹤0.01% 2121
2019
Q1 		$2.88M Buy
701,368
+683,387
+3,801% +$2.98M 0.03% 574
2018
Q4 		$72K Sell
17,981
-758
-4% -$3.7K ﹤0.01% 2057
2018
Q3 		$103K Sell
18,739
-3,887
-17% -$20.2K ﹤0.01% 2145
2018
Q2 		$112K Sell
22,626
-584,916
-96% -$3.22M ﹤0.01% 2097
2018
Q1 		$3.35M Buy
+607,542
New +$3.35M 0.04% 439
2014
Q4 		– Sell
-15,514
Closed -$88K – 1371
2014
Q3 		$88K Buy
+15,514
New +$87.8K ﹤0.01% 1405
2014
Q1 		– Sell
-15,830
Closed -$102K – 1296
2013
Q4 		$102K Hold
15,830
– – ﹤0.01% 1172
2013
Q3 		$80K Buy
+15,830
New +$80.8K ﹤0.01% 1148

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Optiver Holding
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

Cambridge Investment Research Advisors's AEG Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of Aegon (AEG) in Q2 2023, closing a stake of 33,444 shares — an estimated $144K sold.

Cambridge Investment Research Advisors first reported a position in AEG in Q3 2013 and held it in 22 quarters. The position peaked at $3.35M in Q1 2018. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

  • Cambridge Investment Research Advisors reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 33,444 Aegon shares in Q2 2023, an estimated $144K.
  • Cambridge Investment Research Advisors first reported a position in Aegon in Q3 2013 and held it in 22 quarters.
  • Cambridge Investment Research Advisors's Aegon position peaked at $3.35M in Q1 2018.
  • 206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.