Campbell & Co Investment Adviser’s American Equity Investment Life Holding Company AEL Stock Holding History

Campbell & Co Investment Adviser’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	-6,415	Closed	-$334K	–	1236
2023 Q2	$334K	Buy	+6,415	New	+$258K	0.06%	612
2023 Q1	–	Sell	-30,047	Closed	-$1.37M	–	1079
2022 Q4	$1.37M	Buy	30,047 +19,555	+186%	+$787K	0.33%	41
2022 Q3	$391K	Buy	+10,492	New	+$394K	0.09%	392
2019 Q3	–	Sell	-9,395	Closed	-$255K	–	799
2019 Q2	$255K	Buy	9,395 +141	+2%	+$4.03K	0.12%	374
2019 Q1	$250K	Buy	+9,254	New	+$280K	0.12%	351
2018 Q1	–	Sell	-7,406	Closed	-$228K	–	556
2017 Q4	$228K	Buy	+7,406	New	+$225K	0.17%	282

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Campbell & Co Investment Adviser's AEL Position: Q3 2023 in Review

Campbell & Co Investment Adviser sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 6,415 shares — an estimated $334K sold.

Campbell & Co Investment Adviser first reported a position in AEL in Q4 2017 and held it in 6 quarters. The position peaked at $1.37M in Q4 2022. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Campbell & Co Investment Adviser reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
Campbell & Co Investment Adviser sold 6,415 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $334K.
Campbell & Co Investment Adviser first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 6 quarters.
Campbell & Co Investment Adviser's American Equity Investment Life Holding Company position peaked at $1.37M in Q4 2022.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Campbell & Co Investment Adviser's 13F filing for Q3 2023, filed 8 Nov 2023.