Koss-Olinger Consulting’s Aegon AEG Stock Holding History

Koss-Olinger Consulting’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
2022 Q1	–	Sell	-21,464	Closed	-$101K	–	207
2021 Q4	$101K	Sell	21,464 -20,473	-49%	-$95.8K	0.02%	204
2021 Q3	$204K	Sell	41,937 -18,526	-31%	-$80.3K	0.03%	205
2021 Q2	$234K	Sell	60,463 -1,024	-2%	-$4.36K	0.03%	210
2021 Q1	$268K	Buy	+61,487	New	+$257K	0.05%	181

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

PMG

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

PPA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Koss-Olinger Consulting's AEG Position: Q1 2022 in Review

Koss-Olinger Consulting sold out of Aegon (AEG) in Q1 2022, closing a stake of 21,464 shares — an estimated $101K sold.

Koss-Olinger Consulting first reported a position in AEG in Q1 2021 and held it in 4 quarters. The position peaked at $268K in Q1 2021. 206 funds tracked by Wall St. Rank hold AEG as of Q1 2022.

Koss-Olinger Consulting reported no remaining Aegon position as of Q1 2022 after selling out during the quarter.
Koss-Olinger Consulting sold 21,464 Aegon shares in Q1 2022, an estimated $101K.
Koss-Olinger Consulting first reported a position in Aegon in Q1 2021 and held it in 4 quarters.
Koss-Olinger Consulting's Aegon position peaked at $268K in Q1 2021.
206 funds tracked by Wall St. Rank held Aegon as of Q1 2022.

Based on Koss-Olinger Consulting's 13F filing for Q1 2022, filed 6 May 2022.