Evelyn V. Moreno’s Aegon AEG Stock Holding History

Evelyn V. Moreno’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 Q4	$67.3K	Hold	11,691	–	–	0.03%	140
2023 Q3	$56.1K	Hold	11,691	–	–	0.01%	140
2023 Q2	$59.3K	Hold	11,691	–	–	0.01%	124
2023 Q1	$50.3K	Hold	11,691	–	–	0.01%	121
2022 Q4	$58.9K	Hold	11,691	–	–	0.01%	162
2022 Q3	$46K	Sell	11,691 -278	-2%	-$1.21K	0.02%	142
2022 Q2	$51K	Sell	11,969 -255	-2%	-$1.26K	0.01%	157
2022 Q1	$62K	Buy	+12,224	New	+$61.8K	0.01%	108

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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Evelyn V. Moreno's AEG Position: Q4 2023 in Review

Evelyn V. Moreno held its Aegon (AEG) position steady in Q4 2023 at 11,691 shares worth $67.3K. The position accounts for 0.03% of the portfolio, ranked #140.

Evelyn V. Moreno first reported a position in AEG in Q1 2022 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold AEG as of Q4 2023.

Evelyn V. Moreno held 11,691 shares of Aegon worth $67.3K as of Q4 2023.
Evelyn V. Moreno left its Aegon share count unchanged in Q4 2023.
Aegon made up 0.03% of Evelyn V. Moreno's portfolio in Q4 2023, its #140 holding.
Evelyn V. Moreno first reported a position in Aegon in Q1 2022 and has held it in 8 quarters since.
215 funds tracked by Wall St. Rank held Aegon as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.