Envestnet Asset Management
AEL

Envestnet Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Envestnet Asset 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
2024
Q1 		– Sell
-8,407
Closed -$469K – 4314
2023
Q4 		$469K Sell
8,407
-11,870
-59% -$645K ﹤0.01% 3369
2023
Q3 		$1.09M Sell
20,277
-12,253
-38% -$656K ﹤0.01% 2757
2023
Q2 		$1.7M Sell
32,530
-268,392
-89% -$10.8M ﹤0.01% 2375
2023
Q1 		$1.03M Buy
300,922
+263,893
+713% +$11.2M ﹤0.01% 2656
2022
Q4 		$1.69M Sell
37,029
-112
-0.3% -$4.51K ﹤0.01% 2278
2022
Q3 		$1.39M Sell
37,141
-702
-2% -$26.3K ﹤0.01% 2311
2022
Q2 		$1.38M Buy
37,843
+664
+2% +$25.3K ﹤0.01% 2354
2022
Q1 		$1.48M Sell
37,179
-1,471
-4% -$59.2K ﹤0.01% 2385
2021
Q4 		$1.5M Sell
38,650
-2,077
-5% -$72.4K ﹤0.01% 2346
2021
Q3 		$1.2M Buy
40,727
+1,692
+4% +$52.8K ﹤0.01% 2414
2021
Q2 		$1.26M Sell
39,035
-1,002
-3% -$31.6K ﹤0.01% 2373
2021
Q1 		$1.26M Sell
40,037
-1,828
-4% -$54.4K ﹤0.01% 2227
2020
Q4 		$1.16M Sell
41,865
-46,480
-53% -$1.28M ﹤0.01% 2111
2020
Q3 		$1.94M Buy
88,345
+7,630
+9% +$182K ﹤0.01% 1635
2020
Q2 		$1.99M Buy
80,715
+8,822
+12% +$184K ﹤0.01% 1575
2020
Q1 		$1.35M Sell
71,893
-1,658
-2% -$42.3K ﹤0.01% 1636
2019
Q4 		$2.2M Buy
73,551
+298
+0.4% +$8.08K ﹤0.01% 1550
2019
Q3 		$1.77M Buy
73,253
+4,030
+6% +$97.4K ﹤0.01% 1613
2019
Q2 		$1.88M Buy
69,223
+2,715
+4% +$77.7K ﹤0.01% 1588
2019
Q1 		$1.8M Buy
66,508
+5,475
+9% +$166K ﹤0.01% 1537
2018
Q4 		$1.71M Buy
+61,033
New +$1.96M ﹤0.01% 1418
2018
Q3 		– Sell
-13,520
Closed -$485K – 2744
2018
Q2 		$485K Buy
13,520
+1,620
+14% +$52.3K ﹤0.01% 1333
2018
Q1 		$349K Sell
11,900
-824
-6% -$26.4K ﹤0.01% 1351
2017
Q4 		$391K Sell
12,724
-121
-0.9% -$3.67K ﹤0.01% 1593
2017
Q3 		$373K Sell
12,845
-7,609
-37% -$210K ﹤0.01% 1596
2017
Q2 		$538K Buy
20,454
+2,096
+11% +$51K ﹤0.01% 1453
2017
Q1 		$433K Buy
18,358
+662
+4% +$16.4K ﹤0.01% 1599
2016
Q4 		$399K Sell
17,696
-1,650
-9% -$33K ﹤0.01% 1610
2016
Q3 		$343K Sell
19,346
-9,611
-33% -$159K ﹤0.01% 1760
2016
Q2 		$413K Buy
28,957
+1,608
+6% +$24.3K ﹤0.01% 1743
2016
Q1 		$459K Buy
27,349
+2,479
+10% +$40.2K ﹤0.01% 1684
2015
Q4 		$598K Buy
24,870
+3,186
+15% +$81.3K ﹤0.01% 1524
2015
Q3 		$505K Buy
21,684
+643
+3% +$16.6K ﹤0.01% 1595
2015
Q2 		$568K Sell
21,041
-479
-2% -$13.1K ﹤0.01% 1656
2015
Q1 		$627K Buy
21,520
+19,561
+999% +$549K ﹤0.01% 1477
2014
Q4 		$57K Buy
1,959
+50
+3% +$1.3K ﹤0.01% 1374
2014
Q3 		$44K Buy
1,909
+264
+16% +$6.22K ﹤0.01% 1571
2014
Q2 		$40K Buy
1,645
+914
+125% +$21.1K ﹤0.01% 1525
2014
Q1 		$17K Sell
731
-678
-48% -$15.6K ﹤0.01% 1713
2013
Q4 		$37K Sell
1,409
-519
-27% -$11.8K ﹤0.01% 1316
2013
Q3 		$41K Sell
1,928
-211
-10% -$4.03K ﹤0.01% 1254
2013
Q2 		$34K Buy
+2,139
New +$33.2K ﹤0.01% 1277

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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Envestnet Asset Management's AEL Position: Q1 2024 in Review

Envestnet Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 8,407 shares — an estimated $469K sold.

Envestnet Asset Management first reported a position in AEL in Q2 2013 and held it in 42 quarters. The position peaked at $2.2M in Q4 2019. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Envestnet Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 8,407 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $469K.
  • Envestnet Asset Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 42 quarters.
  • Envestnet Asset Management's American Equity Investment Life Holding Company position peaked at $2.2M in Q4 2019.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.