BCM
AEL

Bridgeway Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Bridgeway Capital Management’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
-99,700
Closed -$5.2M – 1442
2023
Q2 		$5.2M Hold
99,700
– – 0.12% 271
2023
Q1 		$3.64M Sell
99,700
-2,000
-2% -$85K 0.1% 349
2022
Q4 		$4.64M Buy
+101,700
New +$4.1M 0.12% 292
2019
Q2 		– Sell
-26,450
Closed -$715K – 1409
2019
Q1 		$715K Sell
26,450
-3,000
-10% -$90.9K 0.01% 885
2018
Q4 		$823K Sell
29,450
-129,750
-82% -$4.17M 0.01% 807
2018
Q3 		$5.63M Sell
159,200
-25,000
-14% -$903K 0.05% 289
2018
Q2 		$6.63M Hold
184,200
– – 0.07% 244
2018
Q1 		$5.41M Hold
184,200
– – 0.06% 276
2017
Q4 		$5.66M Hold
184,200
– – 0.06% 263
2017
Q3 		$5.36M Hold
184,200
– – 0.06% 275
2017
Q2 		$4.84M Hold
184,200
– – 0.06% 263
2017
Q1 		$4.35M Hold
184,200
– – 0.05% 306
2016
Q4 		$4.15M Hold
184,200
– – 0.05% 319
2016
Q3 		$3.27M Buy
184,200
+51,000
+38% +$842K 0.05% 345
2016
Q2 		$1.9M Buy
133,200
+6,900
+5% +$104K 0.03% 541
2016
Q1 		$2.12M Buy
126,300
+30,000
+31% +$486K 0.04% 498
2015
Q4 		$2.31M Sell
96,300
-138,000
-59% -$3.52M 0.04% 455
2015
Q3 		$5.46M Sell
234,300
-34,300
-13% -$884K 0.11% 188
2015
Q2 		$7.25M Buy
268,600
+95,200
+55% +$2.61M 0.14% 164
2015
Q1 		$5.05M Hold
173,400
– – 0.1% 209
2014
Q4 		$5.06M Hold
173,400
– – 0.12% 199
2014
Q3 		$3.97M Hold
173,400
– – 0.1% 231
2014
Q2 		$4.27M Sell
173,400
-115,900
-40% -$2.68M 0.11% 226
2014
Q1 		$6.83M Buy
289,300
+114,950
+66% +$2.65M 0.2% 100
2013
Q4 		$4.6M Buy
174,350
+950
+0.5% +$21.6K 0.14% 144
2013
Q3 		$3.68M Hold
173,400
– – 0.13% 159
2013
Q2 		$2.72M Buy
+173,400
New +$2.69M 0.11% 222

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

Bridgeway Capital Management's AEL Position: Q3 2023 in Review

Bridgeway Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 99,700 shares — an estimated $5.2M sold.

Bridgeway Capital Management first reported a position in AEL in Q2 2013 and held it in 27 quarters. The position peaked at $7.25M in Q2 2015. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Bridgeway Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
  • Bridgeway Capital Management sold 99,700 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $5.2M.
  • Bridgeway Capital Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 27 quarters.
  • Bridgeway Capital Management's American Equity Investment Life Holding Company position peaked at $7.25M in Q2 2015.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Bridgeway Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.