CAM
AEL

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

Congress 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
2023
Q4 		– Sell
-21,767
Closed -$1.17M – 391
2023
Q3 		$1.17M Sell
21,767
-28,860
-57% -$1.54M 0.01% 304
2023
Q2 		$2.64M Buy
50,627
+663
+1% +$26.7K 0.02% 264
2023
Q1 		$1.82M Buy
49,964
+4,998
+11% +$212K 0.02% 289
2022
Q4 		$2.05M Buy
44,966
+555
+1% +$22.3K 0.02% 284
2022
Q3 		$1.66M Buy
44,411
+552
+1% +$20.7K 0.02% 282
2022
Q2 		$1.6M Buy
43,859
+330
+0.8% +$12.6K 0.02% 294
2022
Q1 		$1.74M Buy
43,529
+3,242
+8% +$131K 0.01% 293
2021
Q4 		$1.57M Buy
40,287
+12
+0% +$418 0.01% 302
2021
Q3 		$1.19M Buy
40,275
+12
+0% +$374 0.01% 297
2021
Q2 		$1.3M Buy
40,263
+5,609
+16% +$177K 0.01% 298
2021
Q1 		$1.09M Buy
34,654
+3,540
+11% +$105K 0.01% 293
2020
Q4 		$861K Buy
31,114
+515
+2% +$14.2K 0.01% 287
2020
Q3 		$673K Hold
30,599
– – 0.01% 277
2020
Q2 		$756K Buy
30,599
+750
+3% +$15.6K 0.01% 267
2020
Q1 		$561K Hold
29,849
– – 0.01% 282
2019
Q4 		$893K Sell
29,849
-8,285
-22% -$225K 0.01% 286
2019
Q3 		$923K Sell
38,134
-3,830
-9% -$92.6K 0.01% 291
2019
Q2 		$1.14M Hold
41,964
– – 0.01% 291
2019
Q1 		$1.13M Sell
41,964
-708
-2% -$21.5K 0.01% 291
2018
Q4 		$1.19M Buy
42,672
+1,220
+3% +$39.2K 0.02% 298
2018
Q3 		$1.47M Buy
41,452
+4,435
+12% +$160K 0.02% 291
2018
Q2 		$1.33M Sell
37,017
-1,120
-3% -$36.1K 0.02% 291
2018
Q1 		$1.12M Buy
38,137
+711
+2% +$22.8K 0.02% 306
2017
Q4 		$1.15M Sell
37,426
-660
-2% -$20K 0.02% 300
2017
Q3 		$1.11M Buy
+38,086
New +$1.05M 0.02% 313

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 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

Congress Asset Management's AEL Position: Q4 2023 in Review

Congress Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 21,767 shares — an estimated $1.17M sold.

Congress Asset Management first reported a position in AEL in Q3 2017 and held it in 25 quarters. The position peaked at $2.64M in Q2 2023. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

  • Congress Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
  • Congress Asset Management sold 21,767 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $1.17M.
  • Congress Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 25 quarters.
  • Congress Asset Management's American Equity Investment Life Holding Company position peaked at $2.64M in Q2 2023.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Congress Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.