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Schechter Investment Advisors’s Aegon AEG Stock Holding History

Schechter Investment Advisors’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
Q3 		– Sell
-16,228
Closed -$99.5K – 677
2024
Q2 		$99.5K Hold
16,228
– – 0.01% 582
2024
Q1 		$98.2K Sell
16,228
-73,530
-82% -$428K 0.01% 595
2023
Q4 		$517K Sell
89,758
-9,473
-10% -$49.2K 0.04% 347
2023
Q3 		$476K Sell
99,231
-2,560
-3% -$13.2K 0.05% 353
2023
Q2 		$516K Sell
101,791
-729
-0.7% -$3.34K 0.05% 380
2023
Q1 		$441K Sell
102,520
-1,764
-2% -$8.93K 0.04% 440
2022
Q4 		$525K Sell
104,284
-2,190
-2% -$10.1K 0.05% 490
2022
Q3 		$420K Buy
106,474
+3,734
+4% +$16.3K 0.04% 561
2022
Q2 		$439K Sell
102,740
-5,531
-5% -$27.4K 0.04% 569
2022
Q1 		$547K Sell
108,271
-6,627
-6% -$33.5K 0.05% 500
2021
Q4 		$543K Buy
+114,898
New +$537K 0.05% 481

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Schechter Investment Advisors's AEG Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Aegon (AEG) in Q3 2024, closing a stake of 16,228 shares — an estimated $99.5K sold.

Schechter Investment Advisors first reported a position in AEG in Q4 2021 and held it in 11 quarters. The position peaked at $547K in Q1 2022. 237 funds tracked by Wall St. Rank hold AEG as of Q3 2024.

  • Schechter Investment Advisors reported no remaining Aegon position as of Q3 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 16,228 Aegon shares in Q3 2024, an estimated $99.5K.
  • Schechter Investment Advisors first reported a position in Aegon in Q4 2021 and held it in 11 quarters.
  • Schechter Investment Advisors's Aegon position peaked at $547K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held Aegon as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.