HSBC Holdings
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HSBC Holdings’s Aegon AEG Stock Holding History

HSBC Holdings’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
Q3 		– Sell
-16,000
Closed -$98.1K – 2976
2024
Q2 		$98.1K Buy
+16,000
New +$101K ﹤0.01% 2733
2024
Q1 		– Sell
-24,000
Closed -$138K – 3035
2023
Q4 		$138K Hold
24,000
– – ﹤0.01% 2543
2023
Q3 		$115K Hold
24,000
– – ﹤0.01% 2535
2023
Q2 		$122K Hold
24,000
– – ﹤0.01% 2402
2023
Q1 		$103K Buy
+24,000
New +$121K ﹤0.01% 2504

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

HSBC Holdings's AEG Position: Q3 2024 in Review

HSBC Holdings sold out of Aegon (AEG) in Q3 2024, closing a stake of 16,000 shares — an estimated $98.1K sold.

HSBC Holdings first reported a position in AEG in Q1 2023 and held it in 5 quarters. The position peaked at $138K in Q4 2023. 237 funds tracked by Wall St. Rank hold AEG as of Q3 2024.

  • HSBC Holdings reported no remaining Aegon position as of Q3 2024 after selling out during the quarter.
  • HSBC Holdings sold 16,000 Aegon shares in Q3 2024, an estimated $98.1K.
  • HSBC Holdings first reported a position in Aegon in Q1 2023 and held it in 5 quarters.
  • HSBC Holdings's Aegon position peaked at $138K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Aegon as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.