LF
AEG icon

Lee Financial’s Aegon AEG Stock Holding History

Lee Financial’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
Q1 		– Sell
-8
Closed -$47 – 162
2023
Q4 		$47 Hold
8
– – ﹤0.01% 857
2023
Q3 		$39 Hold
8
– – ﹤0.01% 833
2023
Q2 		$41 Hold
8
– – ﹤0.01% 776
2023
Q1 		$35 Hold
8
– – ﹤0.01% 783
2022
Q4 		$40 Hold
8
– – ﹤0.01% 921
2022
Q3 		$0 Hold
8
– – ﹤0.01% 808
2022
Q2 		$0 Hold
8
– – ﹤0.01% 841
2022
Q1 		$0 Buy
+8
New +$40 ﹤0.01% 751

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Lee Financial's AEG Position: Q1 2024 in Review

Lee Financial sold out of Aegon (AEG) in Q1 2024, closing a stake of 8 shares — an estimated $47 sold.

Lee Financial first reported a position in AEG in Q1 2022 and held it in 8 quarters. The position peaked at $47 in Q4 2023. 221 funds tracked by Wall St. Rank hold AEG as of Q1 2024.

  • Lee Financial reported no remaining Aegon position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 8 Aegon shares in Q1 2024, an estimated $47.
  • Lee Financial first reported a position in Aegon in Q1 2022 and held it in 8 quarters.
  • Lee Financial's Aegon position peaked at $47 in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Aegon as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.