Convergence Investment Partners’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30,009
| Closed | -$564K | – | 261 |
|
|
2020
Q1 | $564K | Buy |
+30,009
| New | +$564K | 0.25% | 128 |
|
|
2019
Q2 | – | Sell |
-10,880
| Closed | -$294K | – | 397 |
|
|
2019
Q1 | $294K | Sell |
10,880
-4,475
| -29% | -$121K | 0.06% | 221 |
|
|
2018
Q4 | $429K | Buy |
+15,355
| New | +$429K | 0.1% | 202 |
|
|
2018
Q2 | – | Sell |
-56,815
| Closed | -$1.67M | – | 951 |
|
|
2018
Q1 | $1.67M | Buy |
56,815
+5,227
| +10% | +$153K | 0.22% | 164 |
|
|
2017
Q4 | $1.59M | Sell |
51,588
-44,153
| -46% | -$1.36M | 0.21% | 173 |
|
|
2017
Q3 | $2.78M | Buy |
95,741
+79,413
| +486% | +$2.31M | 0.39% | 86 |
|
|
2017
Q2 | $429K | Buy |
+16,328
| New | +$429K | 0.06% | 303 |
|
|
2015
Q1 | – | Sell |
-107,710
| Closed | -$3.14M | – | 430 |
|
|
2014
Q4 | $3.14M | Buy |
+107,710
| New | +$3.14M | 0.42% | 69 |
|
|
2014
Q3 | – | Sell |
-42,224
| Closed | -$1.04M | – | 440 |
|
|
2014
Q2 | $1.04M | Sell |
42,224
-104,776
| -71% | -$2.58M | 0.14% | 228 |
|
|
2014
Q1 | $3.47M | Buy |
147,000
+41,845
| +40% | +$988K | 0.53% | 42 |
|
|
2013
Q4 | $2.77M | Buy |
105,155
+58,156
| +124% | +$1.53M | 0.45% | 64 |
|
|
2013
Q3 | $997K | Buy |
+46,999
| New | +$997K | 0.21% | 150 |
|