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

FormulaFolio 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
2021 Q2	–	Sell	-26,946	Closed	-$816K	–	521
2021 Q1	$816K	Sell	26,946 -4,687	-15%	-$140K	0.27%	52
2020 Q4	$875K	Buy	31,633 +4,997	+19%	+$138K	0.02%	340
2020 Q3	$586K	Hold	26,636	–	–	0.02%	194
2020 Q2	$658K	Hold	26,636	–	–	0.03%	164
2020 Q1	$501K	Buy	26,636 +2,500	+10%	+$63.8K	0.03%	173
2019 Q4	$722K	Buy	24,136 +238	+1%	+$6.45K	0.03%	208
2019 Q3	$578K	Sell	23,898 -1,294	-5%	-$31.3K	0.02%	209
2019 Q2	$684K	Buy	25,192 +1,294	+5%	+$37K	0.03%	172
2019 Q1	$646K	Buy	23,898 +8,198	+52%	+$248K	0.03%	172
2018 Q4	$555K	Hold	15,700	–	–	0.02%	195
2018 Q3	$555K	Hold	15,700	–	–	0.02%	195
2018 Q2	$565K	Hold	15,700	–	–	0.03%	189
2018 Q1	$461K	Hold	15,700	–	–	0.03%	181
2017 Q4	$482K	Hold	15,700	–	–	0.03%	170
2017 Q3	$457K	Hold	15,700	–	–	0.04%	148
2017 Q2	$413K	Hold	15,700	–	–	0.04%	143
2017 Q1	$371K	Buy	15,700 +4,550	+41%	+$113K	0.04%	137
2016 Q4	$251K	Buy	+11,150	New	+$223K	0.03%	166

Other funds holding AEL

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FormulaFolio Investments's AEL Position: Q2 2021 in Review

FormulaFolio Investments sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 26,946 shares — an estimated $816K sold.

FormulaFolio Investments first reported a position in AEL in Q4 2016 and held it in 18 quarters. The position peaked at $875K in Q4 2020. 212 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

FormulaFolio Investments reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
FormulaFolio Investments sold 26,946 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $816K.
FormulaFolio Investments first reported a position in American Equity Investment Life Holding Company in Q4 2016 and held it in 18 quarters.
FormulaFolio Investments's American Equity Investment Life Holding Company position peaked at $875K in Q4 2020.
212 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.