FORA Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

FORA Capital’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 Q4	–	Sell	-6,985	Closed	-$375K	–	671
2023 Q3	$375K	Buy	+6,985	New	+$374K	0.03%	372
2021 Q3	–	Sell	-3,536	Closed	-$114K	–	932
2021 Q2	$114K	Buy	+3,536	New	+$112K	0.02%	570
2021 Q1	–	Sell	-1,449	Closed	-$40K	–	1184
2020 Q4	$40K	Buy	+1,449	New	+$40K	0.01%	797
2020 Q3	–	Sell	-2,042	Closed	-$50K	–	1055
2020 Q2	$50K	Buy	+2,042	New	+$42.6K	0.02%	649

Other funds holding AEL

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

SFM

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

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

FORA Capital's AEL Position: Q4 2023 in Review

FORA Capital sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 6,985 shares — an estimated $375K sold.

FORA Capital first reported a position in AEL in Q2 2020 and held it in 4 quarters. The position peaked at $375K in Q3 2023. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

FORA Capital reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 6,985 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $375K.
FORA Capital first reported a position in American Equity Investment Life Holding Company in Q2 2020 and held it in 4 quarters.
FORA Capital's American Equity Investment Life Holding Company position peaked at $375K in Q3 2023.
250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.