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Cresset Asset Management’s Aegon AEG Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-85,238
Closed -$545K – 1754
2024
Q3 		$545K Buy
85,238
+9,641
+13% +$59.6K ﹤0.01% 1469
2024
Q2 		$466K Buy
75,597
+42,764
+130% +$270K ﹤0.01% 1480
2024
Q1 		$199K Sell
32,833
-6,667
-17% -$38.8K ﹤0.01% 1775
2023
Q4 		$228K Buy
39,500
+1,294
+3% +$6.73K ﹤0.01% 1632
2023
Q3 		$183K Buy
38,206
+161
+0.4% +$830 ﹤0.01% 1646
2023
Q2 		$193K Buy
+38,045
New +$174K ﹤0.01% 1749
2022
Q1 		– Sell
-10,669
Closed -$51K – 984
2021
Q4 		$51K Sell
10,669
-18,303
-63% -$85.6K ﹤0.01% 1108
2021
Q3 		$141K Buy
28,972
+7,945
+38% +$34.4K ﹤0.01% 1055
2021
Q2 		$83K Buy
21,027
+3,061
+17% +$13K ﹤0.01% 1000
2021
Q1 		$78K Buy
17,966
+961
+6% +$4.02K ﹤0.01% 920
2020
Q4 		$62K Sell
17,005
-3,595
-17% -$11K ﹤0.01% 767
2020
Q3 		$49K Sell
20,600
-6,491
-24% -$17.3K ﹤0.01% 702
2020
Q2 		$73K Buy
+27,091
New +$66.6K ﹤0.01% 630
2019
Q3 		– Sell
-20,500
Closed -$90K – 540
2019
Q2 		$90K Buy
20,500
+15,589
+317% +$66.4K ﹤0.01% 464
2019
Q1 		$20K Buy
4,911
+4,808
+4,668% +$21K ﹤0.01% 1011
2018
Q4 		$0 Buy
+103
New +$502 ﹤0.01% 1692

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Cresset Asset Management's AEG Position: Q4 2024 in Review

Cresset Asset Management sold out of Aegon (AEG) in Q4 2024, closing a stake of 85,238 shares — an estimated $545K sold.

Cresset Asset Management first reported a position in AEG in Q4 2018 and held it in 16 quarters. The position peaked at $545K in Q3 2024. 254 funds tracked by Wall St. Rank hold AEG as of Q4 2024.

  • Cresset Asset Management reported no remaining Aegon position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 85,238 Aegon shares in Q4 2024, an estimated $545K.
  • Cresset Asset Management first reported a position in Aegon in Q4 2018 and held it in 16 quarters.
  • Cresset Asset Management's Aegon position peaked at $545K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Aegon as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.