Capital Fund Management (CFM)’s American Equity Investment Life Holding Company AEL Stock Holding History

Capital Fund Management (CFM)’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	-16,351	Closed	-$852K	–	2141
2023 Q2	$852K	Sell	16,351 -2,525	-13%	-$102K	﹤0.01%	1448
2023 Q1	$689K	Buy	+18,876	New	+$802K	﹤0.01%	1385
2020 Q1	–	Sell	-11,700	Closed	-$350K	–	2131
2019 Q4	$350K	Sell	11,700 -5,400	-32%	-$146K	﹤0.01%	1542
2019 Q3	$414K	Buy	17,100 +5,800	+51%	+$140K	﹤0.01%	1321
2019 Q2	$307K	Buy	+11,300	New	+$323K	﹤0.01%	1374
2017 Q1	–	Sell	-22,700	Closed	-$512K	–	1913
2016 Q4	$512K	Buy	+22,700	New	+$454K	﹤0.01%	1255
2014 Q3	–	Sell	-40,176	Closed	-$988K	–	1877
2014 Q2	$988K	Buy	+40,176	New	+$930K	0.01%	972
2014 Q1	–	Sell	-123,980	Closed	-$3.27M	–	2006
2013 Q4	$3.27M	Buy	123,980 +89,880	+264%	+$2.05M	0.04%	531
2013 Q3	$724K	Buy	+34,100	New	+$651K	0.01%	1004

Other funds holding AEL

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Capital Fund Management (CFM)'s AEL Position: Q3 2023 in Review

Capital Fund Management (CFM) sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 16,351 shares — an estimated $852K sold.

Capital Fund Management (CFM) first reported a position in AEL in Q3 2013 and held it in 9 quarters. The position peaked at $3.27M in Q4 2013. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Capital Fund Management (CFM) reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
Capital Fund Management (CFM) sold 16,351 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $852K.
Capital Fund Management (CFM) first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 9 quarters.
Capital Fund Management (CFM)'s American Equity Investment Life Holding Company position peaked at $3.27M in Q4 2013.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2023, filed 14 Nov 2023.