DeDora Capital’s Aegon AEG Stock Holding History

DeDora Capital’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	-20,253	Closed	-$87.1K	–	101
2023 Q1	$87.1K	Hold	20,253	–	–	0.04%	104
2022 Q4	$102K	Hold	20,253	–	–	0.05%	106
2022 Q3	$80K	Sell	20,253 -482	-2%	-$2.1K	0.04%	100
2022 Q2	$89K	Sell	20,735 -441	-2%	-$2.19K	0.04%	95
2022 Q1	$107K	Sell	21,176 -658	-3%	-$3.33K	0.04%	114
2021 Q4	$182K	Buy	21,834 +658	+3%	+$3.08K	0.1%	56
2021 Q3	$103K	Buy	+21,176	New	+$91.7K	0.04%	96

Other funds holding AEG

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

DeDora Capital's AEG Position: Q2 2023 in Review

DeDora Capital sold out of Aegon (AEG) in Q2 2023, closing a stake of 20,253 shares — an estimated $87.1K sold.

DeDora Capital first reported a position in AEG in Q3 2021 and held it in 7 quarters. The position peaked at $182K in Q4 2021. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

DeDora Capital reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
DeDora Capital sold 20,253 Aegon shares in Q2 2023, an estimated $87.1K.
DeDora Capital first reported a position in Aegon in Q3 2021 and held it in 7 quarters.
DeDora Capital's Aegon position peaked at $182K in Q4 2021.
206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on DeDora Capital's 13F filing for Q2 2023, filed 24 Jul 2023.