ClearBridge Investments
AEL

ClearBridge Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

ClearBridge Investments’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
Q1 		– Sell
-390,697
Closed -$21.8M – 782
2023
Q4 		$21.8M Sell
390,697
-555,072
-59% -$30.2M 0.02% 455
2023
Q3 		$50.7M Sell
945,769
-1,576,317
-63% -$84.3M 0.05% 302
2023
Q2 		$131M Buy
2,522,086
+78,330
+3% +$3.15M 0.12% 175
2023
Q1 		$89.2M Sell
2,443,756
-247,189
-9% -$10.5M 0.09% 226
2022
Q4 		$123M Sell
2,690,945
-143,713
-5% -$5.79M 0.12% 171
2022
Q3 		$106M Buy
2,834,658
+12,160
+0.4% +$456K 0.11% 182
2022
Q2 		$103M Buy
2,822,498
+7,434
+0.3% +$283K 0.1% 195
2022
Q1 		$112M Buy
2,815,064
+2,633
+0.1% +$106K 0.08% 221
2021
Q4 		$109M Buy
2,812,431
+75,086
+3% +$2.62M 0.07% 232
2021
Q3 		$80.9M Buy
2,737,345
+8,127
+0.3% +$254K 0.06% 266
2021
Q2 		$88.2M Buy
2,729,218
+5,123
+0.2% +$162K 0.06% 258
2021
Q1 		$85.9M Sell
2,724,095
-11,067
-0.4% -$330K 0.06% 246
2020
Q4 		$75.7M Buy
2,735,162
+934,140
+52% +$25.8M 0.06% 251
2020
Q3 		$39.6M Sell
1,801,022
-47
-0% -$1.12K 0.03% 319
2020
Q2 		$44.5M Buy
1,801,069
+5,396
+0.3% +$113K 0.04% 295
2020
Q1 		$33.8M Sell
1,795,673
-12,819
-0.7% -$327K 0.04% 297
2019
Q4 		$54.1M Buy
1,808,492
+1,557
+0.1% +$42.2K 0.04% 310
2019
Q3 		$43.7M Buy
1,806,935
+157,553
+10% +$3.81M 0.04% 335
2019
Q2 		$44.8M Sell
1,649,382
-1,267
-0.1% -$36.2K 0.04% 334
2019
Q1 		$44.6M Buy
1,650,649
+105,509
+7% +$3.2M 0.04% 329
2018
Q4 		$43.2M Buy
1,545,140
+34,709
+2% +$1.12M 0.04% 319
2018
Q3 		$53.4M Buy
1,510,431
+20,175
+1% +$729K 0.05% 320
2018
Q2 		$53.6M Buy
1,490,256
+9,157
+0.6% +$295K 0.04% 307
2018
Q1 		$43.5M Buy
1,481,099
+24,093
+2% +$771K 0.04% 327
2017
Q4 		$44.8M Buy
1,457,006
+985
+0.1% +$29.9K 0.04% 330
2017
Q3 		$42.3M Buy
1,456,021
+221
+0% +$6.1K 0.04% 333
2017
Q2 		$38.3M Buy
1,455,800
+2,887
+0.2% +$70.3K 0.04% 352
2017
Q1 		$34.3M Buy
1,452,913
+1,620
+0.1% +$40.2K 0.03% 361
2016
Q4 		$32.7M Sell
1,451,293
-1,214
-0.1% -$24.3K 0.04% 346
2016
Q3 		$25.8M Sell
1,452,507
-3,714
-0.3% -$61.3K 0.03% 381
2016
Q2 		$20.8M Buy
1,456,221
+3,974
+0.3% +$60K 0.02% 402
2016
Q1 		$24.4M Buy
1,452,247
+163,772
+13% +$2.65M 0.03% 380
2015
Q4 		$31M Sell
1,288,475
-10,734
-0.8% -$274K 0.04% 353
2015
Q3 		$30.3M Sell
1,299,209
-48,548
-4% -$1.25M 0.04% 347
2015
Q2 		$36.4M Buy
1,347,757
+92,540
+7% +$2.53M 0.04% 345
2015
Q1 		$36.6M Buy
1,255,217
+2,488
+0.2% +$69.8K 0.04% 345
2014
Q4 		$36.6M Buy
1,252,729
+2,494
+0.2% +$64.9K 0.04% 354
2014
Q3 		$28.6M Buy
1,250,235
+8,331
+0.7% +$196K 0.03% 390
2014
Q2 		$30.6M Buy
1,241,904
+5,247
+0.4% +$121K 0.03% 375
2014
Q1 		$29.2M Buy
1,236,657
+305,205
+33% +$7.04M 0.03% 386
2013
Q4 		$24.6M Buy
931,452
+151,050
+19% +$3.44M 0.03% 402
2013
Q3 		$16.6M Buy
+780,402
New +$14.9M 0.02% 430

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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

ClearBridge Investments's AEL Position: Q1 2024 in Review

ClearBridge Investments sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 390,697 shares — an estimated $21.8M sold.

ClearBridge Investments first reported a position in AEL in Q3 2013 and held it in 42 quarters. The position peaked at $131M in Q2 2023. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • ClearBridge Investments reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • ClearBridge Investments sold 390,697 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $21.8M.
  • ClearBridge Investments first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 42 quarters.
  • ClearBridge Investments's American Equity Investment Life Holding Company position peaked at $131M in Q2 2023.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on ClearBridge Investments's 13F filing for Q1 2024, filed 13 May 2024.