CKW Financial Group’s Aegon AEG Stock Holding History

CKW Financial 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
2025 Q1	–	Sell	-5,900	Closed	-$35K	–	183
2024 Q4	$35K	Hold	5,900	–	–	﹤0.01%	146
2024 Q3	$37K	Hold	5,900	–	–	﹤0.01%	145
2024 Q2	$37K	Hold	5,900	–	–	﹤0.01%	143
2024 Q1	$35K	Hold	5,900	–	–	﹤0.01%	149
2023 Q4	$34K	Hold	5,900	–	–	﹤0.01%	152
2023 Q3	$28K	Hold	5,900	–	–	﹤0.01%	150
2023 Q2	$30K	Hold	5,900	–	–	﹤0.01%	147
2023 Q1	$25K	Hold	5,900	–	–	﹤0.01%	138
2022 Q4	$30K	Hold	5,900	–	–	0.01%	132
2022 Q3	$23K	Sell	5,900 -140	-2%	-$610	﹤0.01%	144
2022 Q2	$26K	Sell	6,040 -129	-2%	-$640	﹤0.01%	139
2022 Q1	$32K	Hold	6,169	–	–	﹤0.01%	138
2021 Q4	$30K	Hold	6,169	–	–	﹤0.01%	134
2021 Q3	$30K	Sell	6,169 -119	-2%	-$516	﹤0.01%	143
2021 Q2	$24K	Sell	6,288 -106	-2%	-$451	﹤0.01%	164
2021 Q1	$28K	Hold	6,394	–	–	﹤0.01%	130
2020 Q4	$23K	Hold	6,394	–	–	﹤0.01%	127
2020 Q3	$16K	Hold	6,394	–	–	﹤0.01%	129
2020 Q2	$17K	Buy	6,394 +1,192	+23%	+$2.93K	﹤0.01%	124
2020 Q1	$11K	Hold	5,202	–	–	﹤0.01%	131
2019 Q4	$22K	Hold	5,202	–	–	﹤0.01%	120
2019 Q3	$20K	Sell	5,202 -208	-4%	-$828	﹤0.01%	113
2019 Q2	$24K	Sell	5,410 -193	-3%	-$822	﹤0.01%	113
2019 Q1	$23K	Hold	5,603	–	–	﹤0.01%	131
2018 Q4	$22K	Hold	5,603	–	–	﹤0.01%	130
2018 Q3	$31K	Sell	5,603 -152	-3%	-$790	0.01%	121
2018 Q2	$28K	Sell	5,755 -147	-2%	-$810	0.01%	121
2018 Q1	$32K	Hold	5,902	–	–	0.01%	100
2017 Q4	$30K	Hold	5,902	–	–	0.01%	108
2017 Q3	$28K	Sell	5,902 -164	-3%	-$743	0.01%	112
2017 Q2	$25K	Sell	6,066 -174	-3%	-$681	0.01%	122
2017 Q1	$25K	Hold	6,240	–	–	0.01%	117
2016 Q4	$27K	Hold	6,240	–	–	0.01%	111
2016 Q3	$19K	Sell	6,240 -222	-3%	-$662	0.01%	119
2016 Q2	$19K	Sell	6,462 -216	-3%	-$812	0.01%	120
2016 Q1	$26K	Hold	6,678	–	–	0.01%	102
2015 Q4	$27K	Hold	6,678	–	–	0.01%	103
2015 Q3	$28K	Sell	6,678 -148	-2%	-$716	0.01%	95
2015 Q2	$36K	Sell	6,826 -124	-2%	-$672	0.01%	137
2015 Q1	$38K	Hold	6,950	–	–	0.02%	139
2014 Q4	$36K	Hold	6,950	–	–	0.02%	136
2014 Q3	$39K	Sell	6,950 -120	-2%	-$679	0.02%	124
2014 Q2	$42K	Hold	7,070	–	–	0.02%	119
2014 Q1	$44K	Hold	7,070	–	–	0.02%	116
2013 Q4	$46K	Buy	+7,070	New	+$40.2K	0.02%	104

Other funds holding AEG

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

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

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

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

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CKW Financial Group's AEG Position: Q1 2025 in Review

CKW Financial Group sold out of Aegon (AEG) in Q1 2025, closing a stake of 5,900 shares — an estimated $35K sold.

CKW Financial Group first reported a position in AEG in Q4 2013 and held it in 45 quarters. The position peaked at $46K in Q4 2013. 256 funds tracked by Wall St. Rank hold AEG as of Q1 2025.

CKW Financial Group reported no remaining Aegon position as of Q1 2025 after selling out during the quarter.
CKW Financial Group sold 5,900 Aegon shares in Q1 2025, an estimated $35K.
CKW Financial Group first reported a position in Aegon in Q4 2013 and held it in 45 quarters.
CKW Financial Group's Aegon position peaked at $46K in Q4 2013.
256 funds tracked by Wall St. Rank held Aegon as of Q1 2025.

Based on CKW Financial Group's 13F filing for Q1 2025, filed 16 May 2025.