AL
AEL

AJO LP’s American Equity Investment Life Holding Company AEL Stock Holding History

AJO LP’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
2020
Q3 		– Sell
-67,152
Closed -$1.66M – 838
2020
Q2 		$1.66M Sell
67,152
-22,904
-25% -$478K 0.02% 406
2020
Q1 		$1.69M Buy
+90,056
New +$2.3M 0.02% 360
2019
Q3 		– Sell
-108,029
Closed -$2.93M – 730
2019
Q2 		$2.93M Buy
+108,029
New +$3.09M 0.02% 367
2018
Q2 		– Sell
-419,323
Closed -$12.3M – 729
2018
Q1 		$12.3M Buy
419,323
+29,216
+7% +$935K 0.06% 216
2017
Q4 		$12M Buy
390,107
+44,059
+13% +$1.34M 0.05% 216
2017
Q3 		$10.1M Buy
346,048
+240,485
+228% +$6.64M 0.04% 233
2017
Q2 		$2.77M Buy
+105,563
New +$2.57M 0.01% 388

Other funds holding AEL

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AJO LP's AEL Position: Q3 2020 in Review

AJO LP sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 67,152 shares — an estimated $1.66M sold.

AJO LP first reported a position in AEL in Q2 2017 and held it in 7 quarters. The position peaked at $12.3M in Q1 2018. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

  • AJO LP reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
  • AJO LP sold 67,152 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $1.66M.
  • AJO LP first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 7 quarters.
  • AJO LP's American Equity Investment Life Holding Company position peaked at $12.3M in Q1 2018.
  • 209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on AJO LP's 13F filing for Q3 2020, filed 10 Nov 2020.