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Lorne Steinberg Wealth Management’s Aegon AEG Stock Holding History

Lorne Steinberg 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
2021
Q1 		– Sell
-568,679
Closed -$2.08M – 63
2020
Q4 		$2.08M Buy
+568,679
New +$1.74M 1.29% 35

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Lorne Steinberg Wealth Management's AEG Position: Q1 2021 in Review

Lorne Steinberg Wealth Management sold out of Aegon (AEG) in Q1 2021, closing a stake of 568,679 shares — an estimated $2.08M sold.

Lorne Steinberg Wealth Management first reported a position in AEG in Q4 2020 and held it in 1 quarter. The position peaked at $2.08M in Q4 2020. 179 funds tracked by Wall St. Rank hold AEG as of Q1 2021.

  • Lorne Steinberg Wealth Management reported no remaining Aegon position as of Q1 2021 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 568,679 Aegon shares in Q1 2021, an estimated $2.08M.
  • Lorne Steinberg Wealth Management first reported a position in Aegon in Q4 2020 and held it in 1 quarter.
  • Lorne Steinberg Wealth Management's Aegon position peaked at $2.08M in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Aegon as of Q1 2021.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.