CAM
AEL

ClariVest Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

ClariVest Asset 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
2020
Q4 		– Sell
-279
Closed -$5K – 833
2020
Q3 		$5K Sell
279
-43,384
-99% -$1.04M ﹤0.01% 560
2020
Q2 		$1.08M Sell
43,663
-24,601
-36% -$513K 0.03% 314
2020
Q1 		$1.28M Sell
68,264
-4,116
-6% -$105K 0.04% 257
2019
Q4 		$2.17M Sell
72,380
-4,100
-5% -$111K 0.05% 240
2019
Q3 		$1.85M Buy
76,480
+76,462
+424,789% +$1.85M 0.04% 267
2019
Q2 		$0 Sell
18
-186,000
-100% -$5.32M ﹤0.01% 768
2019
Q1 		$5.03M Buy
186,018
+5,900
+3% +$179K 0.1% 186
2018
Q4 		$5.03M Buy
180,118
+1,600
+0.9% +$51.4K 0.11% 167
2018
Q3 		$6.31M Sell
178,518
-70,200
-28% -$2.54M 0.11% 136
2018
Q2 		$8.95M Sell
248,718
-2,900
-1% -$93.6K 0.15% 118
2018
Q1 		$7.39M Sell
251,618
-3,500
-1% -$112K 0.13% 139
2017
Q4 		$7.84M Buy
255,118
+17,296
+7% +$525K 0.13% 131
2017
Q3 		$6.92M Buy
237,822
+6,500
+3% +$179K 0.16% 135
2017
Q2 		$6.08M Buy
231,322
+48,400
+26% +$1.18M 0.15% 141
2017
Q1 		$4.32M Buy
182,922
+75,700
+71% +$1.88M 0.11% 175
2016
Q4 		$2.42M Buy
107,222
+46,100
+75% +$921K 0.06% 235
2016
Q3 		$1.08M Buy
61,122
+2,300
+4% +$38K 0.03% 295
2016
Q2 		$838K Sell
58,822
-35,800
-38% -$541K 0.03% 309
2016
Q1 		$1.59M Buy
94,622
+3,400
+4% +$55.1K 0.05% 229
2015
Q4 		$2.19M Sell
91,222
-500
-0.5% -$12.8K 0.06% 177
2015
Q3 		$2.14M Buy
+91,722
New +$2.36M 0.06% 184

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

ClariVest Asset Management's AEL Position: Q4 2020 in Review

ClariVest Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2020, closing a stake of 279 shares — an estimated $5K sold.

ClariVest Asset Management first reported a position in AEL in Q3 2015 and held it in 21 quarters. The position peaked at $8.95M in Q2 2018. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

  • ClariVest Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2020 after selling out during the quarter.
  • ClariVest Asset Management sold 279 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $5K.
  • ClariVest Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 21 quarters.
  • ClariVest Asset Management's American Equity Investment Life Holding Company position peaked at $8.95M in Q2 2018.
  • 242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on ClariVest Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.