Sierra Ocean’s Aegon AEG Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-3,026	Closed	-$21.9K	–	79
2025 Q2	$21.9K	Hold	3,026	–	–	0.02%	308
2025 Q1	$19.9K	Hold	3,026	–	–	0.02%	300
2024 Q4	$17.8K	Buy	+3,026	New	+$19K	0.01%	307

Other funds holding AEG

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sierra Ocean's AEG Position: Q3 2025 in Review

Sierra Ocean sold out of Aegon (AEG) in Q3 2025, closing a stake of 3,026 shares — an estimated $21.9K sold.

Sierra Ocean first reported a position in AEG in Q4 2024 and held it in 3 quarters. The position peaked at $21.9K in Q2 2025. 281 funds tracked by Wall St. Rank hold AEG as of Q3 2025.

Sierra Ocean reported no remaining Aegon position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 3,026 Aegon shares in Q3 2025, an estimated $21.9K.
Sierra Ocean first reported a position in Aegon in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Aegon position peaked at $21.9K in Q2 2025.
281 funds tracked by Wall St. Rank held Aegon as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.