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Ground Swell Capital’s Aegon AEG Stock Holding History

Ground Swell 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
Q4 		– Sell
-15,252
Closed -$73.2K – 74
2023
Q3 		$73.2K Buy
+15,252
New +$78.6K 0.12% 56
2023
Q1 		– Sell
-12,632
Closed -$63.7K – 58
2022
Q4 		$63.7K Buy
+12,632
New +$58.5K 0.28% 42

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Optiver Holding
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

Ground Swell Capital's AEG Position: Q4 2023 in Review

Ground Swell Capital sold out of Aegon (AEG) in Q4 2023, closing a stake of 15,252 shares — an estimated $73.2K sold.

Ground Swell Capital first reported a position in AEG in Q4 2022 and held it in 2 quarters. The position peaked at $73.2K in Q3 2023. 215 funds tracked by Wall St. Rank hold AEG as of Q4 2023.

  • Ground Swell Capital reported no remaining Aegon position as of Q4 2023 after selling out during the quarter.
  • Ground Swell Capital sold 15,252 Aegon shares in Q4 2023, an estimated $73.2K.
  • Ground Swell Capital first reported a position in Aegon in Q4 2022 and held it in 2 quarters.
  • Ground Swell Capital's Aegon position peaked at $73.2K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Aegon as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.