DZ Bank
AEL

DZ Bank’s American Equity Investment Life Holding Company AEL Stock Holding History

DZ Bank’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
-3,225
Closed -$168K – 1084
2023
Q2 		$168K Buy
+3,225
New +$130K ﹤0.01% 862
2021
Q2 		– Sell
-20,997
Closed -$662K – 1006
2021
Q1 		$662K Hold
20,997
– – ﹤0.01% 681
2020
Q4 		$581K Buy
+20,997
New +$579K ﹤0.01% 664

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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

DZ Bank's AEL Position: Q3 2023 in Review

DZ Bank sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 3,225 shares — an estimated $168K sold.

DZ Bank first reported a position in AEL in Q4 2020 and held it in 3 quarters. The position peaked at $662K in Q1 2021. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • DZ Bank reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
  • DZ Bank sold 3,225 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $168K.
  • DZ Bank first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 3 quarters.
  • DZ Bank's American Equity Investment Life Holding Company position peaked at $662K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on DZ Bank's 13F filing for Q3 2023, filed 14 Nov 2023.