Syverson Strege & Co’s Aegon AEG Stock Holding History

Syverson Strege & Co’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	-396	Closed	-$1.7K	–	73
2023 Q1	$1.7K	Buy	+396	New	+$2K	﹤0.01%	521

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

Syverson Strege & Co's AEG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Aegon (AEG) in Q2 2023, closing a stake of 396 shares — an estimated $1.7K sold.

Syverson Strege & Co first reported a position in AEG in Q1 2023 and held it in 1 quarter. The position peaked at $1.7K in Q1 2023. 206 funds tracked by Wall St. Rank hold AEG as of Q2 2023.

Syverson Strege & Co reported no remaining Aegon position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 396 Aegon shares in Q2 2023, an estimated $1.7K.
Syverson Strege & Co first reported a position in Aegon in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Aegon position peaked at $1.7K in Q1 2023.
206 funds tracked by Wall St. Rank held Aegon as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.