Nelson Capital Management’s Aegon AEG Stock Holding History

Nelson Capital 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
2022 Q4	–	Sell	-18,211	Closed	-$72K	–	91
2022 Q3	$72K	Sell	18,211 -434	-2%	-$1.89K	0.02%	96
2022 Q2	$80K	Sell	18,645 -396	-2%	-$1.97K	0.02%	97
2022 Q1	$96K	Buy	19,041 +209	+1%	+$1.06K	0.02%	105
2021 Q4	$89K	Hold	18,832	–	–	0.02%	106
2021 Q3	$92K	Sell	18,832 -1,961	-9%	-$8.5K	0.02%	98
2021 Q2	$81K	Sell	20,793 -352	-2%	-$1.5K	0.02%	98
2021 Q1	$92K	Hold	21,145	–	–	0.02%	98
2020 Q4	$77K	Hold	21,145	–	–	0.02%	95
2020 Q3	$50K	Hold	21,145	–	–	0.01%	96
2020 Q2	$57K	Hold	21,145	–	–	0.01%	91
2020 Q1	$49K	Hold	21,145	–	–	0.01%	87
2019 Q4	$88K	Buy	+21,145	New	+$86.3K	0.02%	100
2018 Q1	–	Sell	-1,476	Closed	-$8K	–	260
2017 Q4	$8K	Buy	+1,476	New	+$7.19K	﹤0.01%	240

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

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

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

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

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Nelson Capital Management's AEG Position: Q4 2022 in Review

Nelson Capital Management sold out of Aegon (AEG) in Q4 2022, closing a stake of 18,211 shares — an estimated $72K sold.

Nelson Capital Management first reported a position in AEG in Q4 2017 and held it in 13 quarters. The position peaked at $96K in Q1 2022. 228 funds tracked by Wall St. Rank hold AEG as of Q4 2022.

Nelson Capital Management reported no remaining Aegon position as of Q4 2022 after selling out during the quarter.
Nelson Capital Management sold 18,211 Aegon shares in Q4 2022, an estimated $72K.
Nelson Capital Management first reported a position in Aegon in Q4 2017 and held it in 13 quarters.
Nelson Capital Management's Aegon position peaked at $96K in Q1 2022.
228 funds tracked by Wall St. Rank held Aegon as of Q4 2022.

Based on Nelson Capital Management's 13F filing for Q4 2022, filed 3 Feb 2023.