BC
AEL

Brookfield Corp’s American Equity Investment Life Holding Company AEL Stock Holding History

Brookfield Corp’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
2024
Q2 		– Sell
-15,886,163
Closed -$893M – 126
2024
Q1 		$893M Hold
15,886,163
– – 5.27% 6
2023
Q4 		$886M Hold
15,886,163
– – 5.06% 6
2023
Q3 		$852M Hold
15,886,163
– – 5.33% 5
2023
Q2 		$828M Hold
15,886,163
– – 3.28% 7
2023
Q1 		$580M Hold
15,886,163
– – 2.27% 7
2022
Q4 		$725M Hold
15,886,163
– – 2.75% 7
2022
Q3 		$592M Hold
15,886,163
– – 2.18% 6
2022
Q2 		$581M Hold
15,886,163
– – 2.47% 5
2022
Q1 		$634M Buy
15,886,163
+6,780,121
+74% +$273M 2.38% 6
2021
Q4 		$354M Hold
9,106,042
– – 1.38% 11
2021
Q3 		$269M Hold
9,106,042
– – 1.09% 11
2021
Q2 		$294M Hold
9,106,042
– – 1.39% 12
2021
Q1 		$287M Hold
9,106,042
– – 1.38% 13
2020
Q4 		$252M Buy
+9,106,042
New +$251M 1.1% 16

Other funds holding AEL

Osaic Holdings
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BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return