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Lenox Wealth Management’s Aegon AEG Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$6K Sell
2,486
-1,970
-44% -$4.84K ﹤0.01% 502
2020
Q1 		$10K Buy
+4,456
New +$14.9K ﹤0.01% 386

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Management's AEG Position: Q2 2020 in Review

Lenox Wealth Management reduced its Aegon (AEG) stake by 44% in Q2 2020, selling an estimated $4.84K and leaving 2,486 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Lenox Wealth Management first reported a position in AEG in Q1 2020 and has held it in 2 quarters since. The position peaked at $10K in Q1 2020. 188 funds tracked by Wall St. Rank hold AEG as of Q2 2020.

  • Lenox Wealth Management held 2,486 shares of Aegon worth $6K as of Q2 2020.
  • Lenox Wealth Management sold 1,970 Aegon shares in Q2 2020, an estimated $4.84K.
  • Aegon made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #502 holding.
  • Lenox Wealth Management first reported a position in Aegon in Q1 2020 and has held it in 2 quarters since.
  • Lenox Wealth Management's Aegon position peaked at $10K in Q1 2020.
  • 188 funds tracked by Wall St. Rank held Aegon as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.