AG
AEL

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

Aperio 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
2020
Q4 		$1.58M Sell
57,312
-3,067
-5% -$84.6K ﹤0.01% 1343
2020
Q3 		$1.33M Sell
60,379
-10,004
-14% -$239K ﹤0.01% 1304
2020
Q2 		$1.74M Sell
70,383
-13,367
-16% -$279K 0.01% 1170
2020
Q1 		$1.57M Buy
83,750
+1,188
+1% +$30.3K 0.01% 1118
2019
Q4 		$2.47M Buy
82,562
+4,764
+6% +$129K 0.01% 1001
2019
Q3 		$1.88M Buy
77,798
+2,222
+3% +$53.7K 0.01% 1085
2019
Q2 		$2.05M Buy
75,576
+937
+1% +$26.8K 0.01% 1038
2019
Q1 		$2.02M Sell
74,639
-3,740
-5% -$113K 0.01% 1038
2018
Q4 		$2.19M Buy
78,379
+272
+0.3% +$8.74K 0.01% 948
2018
Q3 		$2.76M Sell
78,107
-1,951
-2% -$70.5K 0.01% 889
2018
Q2 		$2.88M Sell
80,058
-278
-0.3% -$8.97K 0.01% 855
2018
Q1 		$2.36M Buy
80,336
+1,428
+2% +$45.7K 0.01% 926
2017
Q4 		$2.42M Buy
78,908
+20,506
+35% +$622K 0.01% 923
2017
Q3 		$1.7M Sell
58,402
-55
-0.1% -$1.52K 0.01% 1008
2017
Q2 		$1.54M Buy
58,457
+4,449
+8% +$108K 0.01% 1010
2017
Q1 		$1.28M Buy
54,008
+4,923
+10% +$122K 0.01% 1061
2016
Q4 		$1.11M Buy
49,085
+8,037
+20% +$161K 0.01% 1080
2016
Q3 		$728K Buy
41,048
+7,790
+23% +$129K 0.01% 1260
2016
Q2 		$474K Buy
33,258
+1,739
+6% +$26.3K ﹤0.01% 1415
2016
Q1 		$529K Buy
31,519
+4,764
+18% +$77.2K ﹤0.01% 1337
2015
Q4 		$643K Buy
26,755
+2,105
+9% +$53.7K 0.01% 1213
2015
Q3 		$575K Sell
24,650
-4,107
-14% -$106K 0.01% 1223
2015
Q2 		$776K Buy
28,757
+6,284
+28% +$172K 0.01% 1101
2015
Q1 		$655K Buy
22,473
+17
+0.1% +$477 0.01% 1129
2014
Q4 		$655K Buy
22,456
+6,435
+40% +$167K 0.01% 1087
2014
Q3 		$367K Sell
16,021
-624
-4% -$14.7K 0.01% 1286
2014
Q2 		$409K Sell
16,645
-42
-0.3% -$972 0.01% 1238
2014
Q1 		$394K Buy
+16,687
New +$385K 0.01% 1449
2013
Q4 		– Sell
-14,584
Closed -$332K – 1362
2013
Q3 		$309K Buy
14,584
+590
+4% +$11.3K 0.01% 1404
2013
Q2 		$220K Buy
+13,994
New +$217K 0.01% 1448

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's AEL Position: Q4 2020 in Review

Aperio Group reduced its American Equity Investment Life Holding Company (AEL) stake by 5.1% in Q4 2020, selling an estimated $84.6K and leaving 57,312 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Aperio Group first reported a position in AEL in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.88M in Q2 2018. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

  • Aperio Group held 57,312 shares of American Equity Investment Life Holding Company worth $1.58M as of Q4 2020.
  • Aperio Group sold 3,067 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $84.6K.
  • American Equity Investment Life Holding Company made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1343 holding.
  • Aperio Group first reported a position in American Equity Investment Life Holding Company in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's American Equity Investment Life Holding Company position peaked at $2.88M in Q2 2018.
  • 242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.