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Lake Street Advisors Group’s Aegon AEG Stock Holding History

Lake Street Advisors Group’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 		$146K Buy
24,723
+837
+4% +$5.25K 0.01% 577
2024
Q3 		$153K Sell
23,886
-23
-0.1% -$142 0.01% 571
2024
Q2 		$149K Sell
23,909
-1,255
-5% -$7.93K 0.01% 543
2024
Q1 		$152K Buy
25,164
+549
+2% +$3.2K 0.01% 568
2023
Q4 		$142K Sell
24,615
-1
-0% -$5 0.01% 553
2023
Q3 		$118K Sell
24,616
-878
-3% -$4.52K 0.01% 252
2023
Q2 		$129K Buy
25,494
+1,799
+8% +$8.24K 0.01% 244
2023
Q1 		$102K Sell
23,695
-576
-2% -$2.92K 0.01% 244
2022
Q4 		$122K Buy
24,271
+483
+2% +$2.24K 0.01% 228
2022
Q3 		$94K Buy
23,788
+224
+1% +$975 0.01% 241
2022
Q2 		$101K Sell
23,564
-2,073
-8% -$10.3K 0.01% 210
2022
Q1 		$130K Sell
25,637
-12
-0% -$61 0.01% 208
2021
Q4 		$121K Sell
25,649
-974
-4% -$4.56K 0.01% 202
2021
Q3 		$130K Buy
26,623
+1,952
+8% +$8.46K 0.01% 159
2021
Q2 		$113K Sell
24,671
-288
-1% -$1.23K 0.01% 330
2021
Q1 		$109K Buy
24,959
+264
+1% +$1.1K 0.01% 323
2020
Q4 		$90K Sell
24,695
-371
-1% -$1.13K 0.01% 311
2020
Q3 		$59K Sell
25,066
-14,361
-36% -$38.2K 0.01% 285
2020
Q2 		$107K Buy
39,427
+20,198
+105% +$49.6K 0.01% 268
2020
Q1 		$44K Buy
19,229
+8,109
+73% +$27K 0.01% 248
2019
Q4 		$46K Buy
11,120
+176
+2% +$718 ﹤0.01% 255
2019
Q3 		$42K Sell
10,944
-1,933
-15% -$7.7K ﹤0.01% 230
2019
Q2 		$57K Buy
12,877
+963
+8% +$4.1K 0.01% 229
2019
Q1 		$49K Hold
11,914
– – 0.01% 231
2018
Q4 		$47K Sell
11,914
-2,219
-16% -$10.8K 0.01% 198
2018
Q3 		$78K Sell
14,133
-2,827
-17% -$14.7K 0.01% 212
2018
Q2 		$84K Sell
16,960
-435
-3% -$2.4K 0.01% 331
2018
Q1 		$96K Buy
+17,395
New +$95.8K 0.01% 311

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

Lake Street Advisors Group's AEG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Aegon (AEG) stake by 3.5% in Q4 2024, buying an estimated $5.25K and bringing the position to 24,723 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #577.

Lake Street Advisors Group first reported a position in AEG in Q1 2018 and has held it in 28 quarters since. The position peaked at $153K in Q3 2024. 254 funds tracked by Wall St. Rank hold AEG as of Q4 2024.

  • Lake Street Advisors Group held 24,723 shares of Aegon worth $146K as of Q4 2024.
  • Lake Street Advisors Group bought 837 Aegon shares in Q4 2024, an estimated $5.25K.
  • Aegon made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #577 holding.
  • Lake Street Advisors Group first reported a position in Aegon in Q1 2018 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Aegon position peaked at $153K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Aegon as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.