Convergence Investment Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-30,009	Closed	-$564K	–	261
2020 Q1	$564K	Buy	+30,009	New	+$766K	0.25%	128
2019 Q2	–	Sell	-10,880	Closed	-$294K	–	397
2019 Q1	$294K	Sell	10,880 -4,475	-29%	-$136K	0.06%	221
2018 Q4	$429K	Buy	+15,355	New	+$493K	0.1%	202
2018 Q2	–	Sell	-56,815	Closed	-$1.67M	–	952
2018 Q1	$1.67M	Buy	56,815 +5,227	+10%	+$167K	0.22%	164
2017 Q4	$1.58M	Sell	51,588 -44,153	-46%	-$1.34M	0.21%	173
2017 Q3	$2.78M	Buy	95,741 +79,413	+486%	+$2.19M	0.39%	86
2017 Q2	$429K	Buy	+16,328	New	+$398K	0.06%	303
2015 Q1	–	Sell	-107,710	Closed	-$3.14M	–	430
2014 Q4	$3.14M	Buy	+107,710	New	+$2.8M	0.42%	69
2014 Q3	–	Sell	-42,224	Closed	-$1.04M	–	440
2014 Q2	$1.04M	Sell	42,224 -104,776	-71%	-$2.42M	0.14%	228
2014 Q1	$3.47M	Buy	147,000 +41,845	+40%	+$965K	0.53%	42
2013 Q4	$2.77M	Buy	105,155 +58,156	+124%	+$1.33M	0.45%	64
2013 Q3	$997K	Buy	+46,999	New	+$897K	0.21%	150

Other funds holding AEL

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Convergence Investment Partners's AEL Position: Q2 2020 in Review

Convergence Investment Partners sold out of American Equity Investment Life Holding Company (AEL) in Q2 2020, closing a stake of 30,009 shares — an estimated $564K sold.

Convergence Investment Partners first reported a position in AEL in Q3 2013 and held it in 12 quarters. The position peaked at $3.47M in Q1 2014. 234 funds tracked by Wall St. Rank hold AEL as of Q2 2020.

Convergence Investment Partners reported no remaining American Equity Investment Life Holding Company position as of Q2 2020 after selling out during the quarter.
Convergence Investment Partners sold 30,009 American Equity Investment Life Holding Company shares in Q2 2020, an estimated $564K.
Convergence Investment Partners first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 12 quarters.
Convergence Investment Partners's American Equity Investment Life Holding Company position peaked at $3.47M in Q1 2014.
234 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2020.

Based on Convergence Investment Partners's 13F filing for Q2 2020, filed 30 Jul 2020.