Aberdeen Group
AEL

Aberdeen Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Aberdeen Group’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-440,389
Closed -$22.9M – 934
2023
Q2 		$22.9M Sell
440,389
-297,555
-40% -$12M 0.05% 316
2023
Q1 		$26.9M Sell
737,944
-71,884
-9% -$3.06M 0.07% 281
2022
Q4 		$36.9M Sell
809,828
-4,599
-0.6% -$185K 0.1% 223
2022
Q3 		$30.4M Buy
814,427
+296,739
+57% +$11.1M 0.09% 235
2022
Q2 		$18.8M Buy
+517,688
New +$19.7M 0.06% 297

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Aberdeen Group's AEL Position: Q3 2023 in Review

Aberdeen Group sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 440,389 shares — an estimated $22.9M sold.

Aberdeen Group first reported a position in AEL in Q2 2022 and held it in 5 quarters. The position peaked at $36.9M in Q4 2022. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Aberdeen Group reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
  • Aberdeen Group sold 440,389 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $22.9M.
  • Aberdeen Group first reported a position in American Equity Investment Life Holding Company in Q2 2022 and held it in 5 quarters.
  • Aberdeen Group's American Equity Investment Life Holding Company position peaked at $36.9M in Q4 2022.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Aberdeen Group's 13F filing for Q3 2023, filed 7 Nov 2023.