DIA
AEL

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

Dean Investment Associates’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
-40,950
Closed -$1.29M – 242
2021
Q1 		$1.29M Sell
40,950
-27,221
-40% -$811K 0.24% 188
2020
Q4 		$1.89M Sell
68,171
-62,796
-48% -$1.73M 0.39% 107
2020
Q3 		$2.88M Sell
130,967
-7,668
-6% -$183K 0.69% 39
2020
Q2 		$3.43M Buy
+138,635
New +$2.89M 0.82% 26
2016
Q1 		– Sell
-170,023
Closed -$4.09M – 233
2015
Q4 		$4.09M Sell
170,023
-29,070
-15% -$742K 0.9% 38
2015
Q3 		$4.64M Buy
199,093
+61,765
+45% +$1.59M 1.05% 18
2015
Q2 		$3.71M Buy
137,328
+27,435
+25% +$751K 0.84% 40
2015
Q1 		$3.2M Buy
109,893
+357
+0.3% +$10K 0.74% 51
2014
Q4 		$3.2M Buy
109,536
+18,300
+20% +$476K 0.74% 48
2014
Q3 		$2.09M Sell
91,236
-6,920
-7% -$163K 0.51% 69
2014
Q2 		$2.42M Sell
98,156
-31,105
-24% -$720K 0.56% 69
2014
Q1 		$3.05M Sell
129,261
-10,930
-8% -$252K 0.73% 49
2013
Q4 		$3.7M Sell
140,191
-517
-0.4% -$11.8K 0.88% 37
2013
Q3 		$2.99M Buy
140,708
+12,290
+10% +$235K 0.78% 45
2013
Q2 		$2.02M Buy
+128,418
New +$1.99M 0.58% 55

Other funds holding AEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dean Investment Associates's AEL Position: Q2 2021 in Review

Dean Investment Associates sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 40,950 shares — an estimated $1.29M sold.

Dean Investment Associates first reported a position in AEL in Q2 2013 and held it in 15 quarters. The position peaked at $4.64M in Q3 2015. 212 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

  • Dean Investment Associates reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
  • Dean Investment Associates sold 40,950 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $1.29M.
  • Dean Investment Associates first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 15 quarters.
  • Dean Investment Associates's American Equity Investment Life Holding Company position peaked at $4.64M in Q3 2015.
  • 212 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on Dean Investment Associates's 13F filing for Q2 2021, filed 11 Aug 2021.