EVM
AEL

Eaton Vance Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Eaton Vance 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
2022
Q2 		– Sell
-5,469
Closed -$218K – 1828
2022
Q1 		$218K Buy
5,469
+102
+2% +$4.11K ﹤0.01% 1717
2021
Q4 		$208K Buy
5,367
+156
+3% +$5.44K ﹤0.01% 1554
2021
Q3 		$0 Buy
5,211
+1,368
+36% +$42.7K ﹤0.01% 2793
2021
Q2 		$124K Buy
3,843
+3,076
+401% +$97.1K ﹤0.01% 1806
2021
Q1 		$24K Buy
+767
New +$22.8K ﹤0.01% 2014

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
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 $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eaton Vance Management's AEL Position: Q2 2022 in Review

Eaton Vance Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 5,469 shares — an estimated $218K sold.

Eaton Vance Management first reported a position in AEL in Q1 2021 and held it in 5 quarters. The position peaked at $218K in Q1 2022. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

  • Eaton Vance Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 5,469 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $218K.
  • Eaton Vance Management first reported a position in American Equity Investment Life Holding Company in Q1 2021 and held it in 5 quarters.
  • Eaton Vance Management's American Equity Investment Life Holding Company position peaked at $218K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.