Disciplined Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-22	Closed	-$1.15K	–	1663
2023 Q2	$1.15K	Hold	22	–	–	﹤0.01%	905
2023 Q1	$803	Sell	22 -2	-8%	-$85	﹤0.01%	1058
2022 Q4	$1.09K	Sell	24 -3	-11%	-$121	﹤0.01%	862
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1166
2022 Q2	$1K	Buy	27 +4	+17%	+$152	﹤0.01%	1196
2022 Q1	$1K	Buy	+23	New	+$926	﹤0.01%	1276

Other funds holding AEL

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

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Disciplined Investments's AEL Position: Q3 2023 in Review

Disciplined Investments sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 22 shares — an estimated $1.15K sold.

Disciplined Investments first reported a position in AEL in Q1 2022 and held it in 6 quarters. The position peaked at $1.15K in Q2 2023. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Disciplined Investments reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 22 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $1.15K.
Disciplined Investments first reported a position in American Equity Investment Life Holding Company in Q1 2022 and held it in 6 quarters.
Disciplined Investments's American Equity Investment Life Holding Company position peaked at $1.15K in Q2 2023.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.