Graves Light Lenhart Wealth’s Aegon AEG Stock Holding History

Graves Light Lenhart Wealth’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
2020 Q4	–	Sell	-10,838	Closed	-$26K	–	699
2020 Q3	$26K	Hold	10,838	–	–	0.01%	169
2020 Q2	$29K	Hold	10,838	–	–	0.01%	164
2020 Q1	$25K	Hold	10,838	–	–	0.01%	154
2019 Q4	$45K	Hold	10,838	–	–	0.01%	181
2019 Q3	$43K	Buy	+10,838	New	+$43.2K	0.01%	178
2019 Q1	–	Sell	-11,674	Closed	-$47K	–	159
2018 Q4	$47K	Buy	+11,674	New	+$56.9K	0.01%	151

Other funds holding AEG

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

PMG

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Graves Light Lenhart Wealth's AEG Position: Q4 2020 in Review

Graves Light Lenhart Wealth sold out of Aegon (AEG) in Q4 2020, closing a stake of 10,838 shares — an estimated $26K sold.

Graves Light Lenhart Wealth first reported a position in AEG in Q4 2018 and held it in 6 quarters. The position peaked at $47K in Q4 2018. 175 funds tracked by Wall St. Rank hold AEG as of Q4 2020.

Graves Light Lenhart Wealth reported no remaining Aegon position as of Q4 2020 after selling out during the quarter.
Graves Light Lenhart Wealth sold 10,838 Aegon shares in Q4 2020, an estimated $26K.
Graves Light Lenhart Wealth first reported a position in Aegon in Q4 2018 and held it in 6 quarters.
Graves Light Lenhart Wealth's Aegon position peaked at $47K in Q4 2018.
175 funds tracked by Wall St. Rank held Aegon as of Q4 2020.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2020, filed 4 Feb 2021.