Grove Bank & Trust’s Aegon AEG Stock Holding History

Grove Bank & Trust’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	-234	Closed	-$1.5K	–	789
2024 Q3	$1.5K	Buy	+234	New	+$1.45K	﹤0.01%	685

Other funds holding AEG

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Grove Bank & Trust's AEG Position: Q4 2024 in Review

Grove Bank & Trust sold out of Aegon (AEG) in Q4 2024, closing a stake of 234 shares — an estimated $1.5K sold.

Grove Bank & Trust first reported a position in AEG in Q3 2024 and held it in 1 quarter. The position peaked at $1.5K in Q3 2024. 254 funds tracked by Wall St. Rank hold AEG as of Q4 2024.

Grove Bank & Trust reported no remaining Aegon position as of Q4 2024 after selling out during the quarter.
Grove Bank & Trust sold 234 Aegon shares in Q4 2024, an estimated $1.5K.
Grove Bank & Trust first reported a position in Aegon in Q3 2024 and held it in 1 quarter.
Grove Bank & Trust's Aegon position peaked at $1.5K in Q3 2024.
254 funds tracked by Wall St. Rank held Aegon as of Q4 2024.

Based on Grove Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.