Dimensional Fund Advisors
AEL

Dimensional Fund Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Dimensional Fund Advisors’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
2024
Q2 		– Sell
-4,813,518
Closed -$271M – 3442
2024
Q1 		$271M Sell
4,813,518
-888,611
-16% -$49.4M 0.07% 268
2023
Q4 		$318M Sell
5,702,129
-357,414
-6% -$19.4M 0.09% 184
2023
Q3 		$325M Sell
6,059,543
-337,574
-5% -$18.1M 0.11% 149
2023
Q2 		$333M Sell
6,397,117
-304,257
-5% -$12.2M 0.11% 157
2023
Q1 		$245M Sell
6,701,374
-304,123
-4% -$12.9M 0.08% 237
2022
Q4 		$320K Sell
7,005,497
-9,983
-0.1% -$402K 0.09% 156
2022
Q3 		$262M Sell
7,015,480
-23,120
-0.3% -$867K 0.1% 181
2022
Q2 		$257M Buy
7,038,600
+135,210
+2% +$5.15M 0.09% 202
2022
Q1 		$276M Buy
6,903,390
+193,277
+3% +$7.78M 0.08% 230
2021
Q4 		$261M Sell
6,710,113
-156,299
-2% -$5.45M 0.08% 246
2021
Q3 		$203M Sell
6,866,412
-116,453
-2% -$3.63M 0.07% 334
2021
Q2 		$226M Sell
6,982,865
-37,540
-0.5% -$1.19M 0.07% 295
2021
Q1 		$221M Sell
7,020,405
-226,482
-3% -$6.74M 0.07% 293
2020
Q4 		$200M Sell
7,246,887
-227,299
-3% -$6.27M 0.07% 280
2020
Q3 		$164M Sell
7,474,186
-164,831
-2% -$3.94M 0.07% 276
2020
Q2 		$189M Buy
7,639,017
+154,061
+2% +$3.21M 0.08% 199
2020
Q1 		$141M Sell
7,484,956
-93,982
-1% -$2.4M 0.07% 226
2019
Q4 		$227M Sell
7,578,938
-4,518
-0.1% -$123K 0.08% 201
2019
Q3 		$184M Buy
7,583,456
+108,431
+1% +$2.62M 0.07% 268
2019
Q2 		$203M Buy
7,475,025
+11,175
+0.1% +$320K 0.08% 218
2019
Q1 		$202M Buy
7,463,850
+17,806
+0.2% +$540K 0.08% 207
2018
Q4 		$208M Buy
7,446,044
+48,459
+0.7% +$1.56M 0.09% 162
2018
Q3 		$262M Sell
7,397,585
-99,285
-1% -$3.59M 0.1% 142
2018
Q2 		$270M Sell
7,496,870
-72,818
-1% -$2.35M 0.11% 127
2018
Q1 		$222M Buy
7,569,688
+25,141
+0.3% +$805K 0.09% 185
2017
Q4 		$232M Buy
7,544,547
+73,024
+1% +$2.21M 0.1% 181
2017
Q3 		$217M Buy
7,471,523
+13,510
+0.2% +$373K 0.09% 176
2017
Q2 		$196M Buy
7,458,013
+38,858
+0.5% +$946K 0.09% 201
2017
Q1 		$175M Buy
7,419,155
+10,424
+0.1% +$259K 0.08% 230
2016
Q4 		$167M Buy
7,408,731
+464,803
+7% +$9.29M 0.08% 239
2016
Q3 		$123M Buy
6,943,928
+391,769
+6% +$6.47M 0.07% 330
2016
Q2 		$93.4M Buy
6,552,159
+15,288
+0.2% +$231K 0.05% 443
2016
Q1 		$110M Buy
6,536,871
+137,983
+2% +$2.24M 0.07% 336
2015
Q4 		$154M Buy
6,398,888
+225,586
+4% +$5.76M 0.1% 180
2015
Q3 		$144M Sell
6,173,302
-18,310
-0.3% -$472K 0.09% 187
2015
Q2 		$167M Sell
6,191,612
-126,670
-2% -$3.47M 0.1% 161
2015
Q1 		$184M Buy
6,318,282
+186,537
+3% +$5.23M 0.12% 139
2014
Q4 		$179M Buy
6,131,745
+105,580
+2% +$2.75M 0.12% 138
2014
Q3 		$138M Buy
6,026,165
+92,240
+2% +$2.17M 0.1% 179
2014
Q2 		$146M Buy
5,933,925
+194,772
+3% +$4.51M 0.1% 172
2014
Q1 		$136M Buy
5,739,153
+188,252
+3% +$4.34M 0.1% 180
2013
Q4 		$146M Buy
5,550,901
+78,946
+1% +$1.8M 0.11% 147
2013
Q3 		$116M Buy
5,471,955
+54,865
+1% +$1.05M 0.1% 186
2013
Q2 		$85M Buy
+5,417,090
New +$84M 0.08% 250

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dimensional Fund Advisors's AEL Position: Q2 2024 in Review

Dimensional Fund Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 4,813,518 shares — an estimated $271M sold.

Dimensional Fund Advisors first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $333M in Q2 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Dimensional Fund Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Dimensional Fund Advisors sold 4,813,518 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $271M.
  • Dimensional Fund Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • Dimensional Fund Advisors's American Equity Investment Life Holding Company position peaked at $333M in Q2 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Dimensional Fund Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.