Sugarloaf Wealth Management’s Aegon AEG Stock Holding History

Sugarloaf 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
2023 Q2	–	Sell	-57	Closed	-$245	–	693
2023 Q1	$245	Hold	57	–	–	﹤0.01%	675
2022 Q4	$287	Buy	+57	New	+$264	﹤0.01%	751
2020 Q2	–	Sell	-44	Closed	–	–	672
2020 Q1	$0	Sell	44 -357	-89%	-$1.19K	﹤0.01%	679
2019 Q4	$2K	Buy	+401	New	+$1.64K	﹤0.01%	623

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

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 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

Sugarloaf Wealth Management's AEG Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Aegon (AEG) in Q2 2023, closing a stake of 57 shares — an estimated $245 sold.

Sugarloaf Wealth Management first reported a position in AEG in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 57 Aegon shares in Q2 2023, an estimated $245.
Sugarloaf Wealth Management first reported a position in Aegon in Q4 2019 and held it in 4 quarters.
Sugarloaf Wealth Management's Aegon position peaked at $2K in Q4 2019.
206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.