Dean Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Dean Capital 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
2021 Q2	–	Sell	-37,081	Closed	-$1.17M	–	84
2021 Q1	$1.17M	Sell	37,081 -20,692	-36%	-$616K	0.79%	59
2020 Q4	$1.6M	Sell	57,773 -5,633	-9%	-$155K	0.95%	39
2020 Q3	$1.39M	Buy	63,406 +14,422	+29%	+$344K	1.44%	5
2020 Q2	$1.21M	Buy	+48,984	New	+$1.02M	1.41%	2
2016 Q1	–	Sell	-69,874	Closed	-$1.68M	–	74
2015 Q4	$1.68M	Sell	69,874 -8,015	-10%	-$204K	2.28%	10
2015 Q3	$1.82M	Buy	77,889 +17,202	+28%	+$443K	2.53%	4
2015 Q2	$1.64M	Buy	60,687 +20,755	+52%	+$568K	2.4%	3
2015 Q1	$1.16M	Sell	39,932 -170	-0.4%	-$4.77K	2.22%	9
2014 Q4	$1.17M	Buy	40,102 +34,880	+668%	+$907K	2.28%	5
2014 Q3	$120K	Sell	5,222 -750	-13%	-$17.7K	1.64%	25
2014 Q2	$147K	Sell	5,972 -1,835	-24%	-$42.5K	1.63%	23
2014 Q1	$185K	Sell	7,807 -1,360	-15%	-$31.4K	2.22%	9
2013 Q4	$242K	Buy	9,167 +1,085	+13%	+$24.7K	2.85%	1
2013 Q3	$171K	Sell	8,082 -340	-4%	-$6.49K	2.55%	3
2013 Q2	$132K	Buy	+8,422	New	+$131K	2.12%	6

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dean Capital Management's AEL Position: Q2 2021 in Review

Dean Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 37,081 shares — an estimated $1.17M sold.

Dean Capital Management first reported a position in AEL in Q2 2013 and held it in 15 quarters. The position peaked at $1.82M in Q3 2015. 212 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

Dean Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
Dean Capital Management sold 37,081 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $1.17M.
Dean Capital Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 15 quarters.
Dean Capital Management's American Equity Investment Life Holding Company position peaked at $1.82M in Q3 2015.
212 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on Dean Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.