Verus Capital Partners’s Aegon AEG Stock Holding History

Verus Capital Partners’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 Q1	–	Sell	-10,500	Closed	-$52.9K	–	296
2022 Q4	$52.9K	Sell	10,500 -750	-7%	-$3.47K	0.01%	263
2022 Q3	$45K	Buy	+11,250	New	+$49K	0.01%	270
2022 Q2	–	Sell	-11,763	Closed	-$59K	–	290
2022 Q1	$59K	Buy	+11,763	New	+$59.5K	0.01%	320
2020 Q1	$4K	Hold	1,626	–	–	﹤0.01%	1219
2019 Q4	$7K	Buy	+1,626	New	+$6.64K	﹤0.01%	1222

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

Verus Capital Partners's AEG Position: Q1 2023 in Review

Verus Capital Partners sold out of Aegon (AEG) in Q1 2023, closing a stake of 10,500 shares — an estimated $52.9K sold.

Verus Capital Partners first reported a position in AEG in Q4 2019 and held it in 5 quarters. The position peaked at $59K in Q1 2022. 229 funds tracked by Wall St. Rank hold AEG as of Q1 2023.

Verus Capital Partners reported no remaining Aegon position as of Q1 2023 after selling out during the quarter.
Verus Capital Partners sold 10,500 Aegon shares in Q1 2023, an estimated $52.9K.
Verus Capital Partners first reported a position in Aegon in Q4 2019 and held it in 5 quarters.
Verus Capital Partners's Aegon position peaked at $59K in Q1 2022.
229 funds tracked by Wall St. Rank held Aegon as of Q1 2023.

Based on Verus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.