GC
AEL

Gilbert & Cook’s American Equity Investment Life Holding Company AEL Stock Holding History

Gilbert & Cook’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
-152,040
Closed -$8.48M – 235
2023
Q4 		$8.48M Hold
152,040
– – 1.2% 12
2023
Q3 		$8.16M Hold
152,040
– – 1.29% 12
2023
Q2 		$7.92M Sell
152,040
-5,862
-4% -$236K 1.27% 13
2023
Q1 		$5.76M Buy
157,902
+58
+0% +$2.46K 0.99% 13
2022
Q4 		$7.2M Sell
157,844
-20,100
-11% -$809K 1.31% 13
2022
Q3 		$7.38M Sell
177,944
-979
-0.5% -$36.7K 1.64% 14
2022
Q2 		$6.54M Sell
178,923
-3,471
-2% -$132K 1.18% 15
2022
Q1 		$7.28M Sell
182,394
-71,919
-28% -$2.9M 1.18% 14
2021
Q4 		$9.9M Sell
254,313
-19,015
-7% -$663K 1.59% 13
2021
Q3 		$8.08M Sell
273,328
-1,509
-0.5% -$47.1K 1.45% 13
2021
Q2 		$8.88M Sell
274,837
-24,500
-8% -$773K 1.6% 13
2021
Q1 		$9.44M Sell
299,337
-900
-0.3% -$26.8K 1.86% 13
2020
Q4 		$8.3M Sell
300,237
-11,258
-4% -$310K 1.79% 13
2020
Q3 		$6.85M Sell
311,495
-22,016
-7% -$526K 1.62% 13
2020
Q2 		$8.24M Buy
333,511
+25,295
+8% +$527K 2.07% 13
2020
Q1 		$5.79M Sell
308,216
-20,847
-6% -$532K 1.7% 13
2019
Q4 		$9.85M Sell
329,063
-36,807
-10% -$998K 2.41% 13
2019
Q3 		$8.85M Buy
365,870
+20,283
+6% +$490K 2.48% 13
2019
Q2 		$9.39M Buy
345,587
+776
+0.2% +$22.2K 2.74% 13
2019
Q1 		$9.32M Buy
344,811
+16,074
+5% +$487K 2.83% 13
2018
Q4 		$9.19M Buy
328,737
+8
+0% +$257 3.24% 12
2018
Q3 		$11.6M Buy
328,729
+214,905
+189% +$7.76M 3.61% 9
2018
Q2 		$4.1M Sell
113,824
-1,508
-1% -$48.7K 1.38% 14
2018
Q1 		$3.39M Sell
115,332
-95,653
-45% -$3.06M 1.19% 16
2017
Q4 		$6.48M Sell
210,985
-8,168
-4% -$248K 2.26% 13
2017
Q3 		$6.37M Buy
219,153
+204,647
+1,411% +$5.65M 2.33% 14
2017
Q2 		$381K Sell
14,506
-3,973
-22% -$96.7K 0.13% 71
2017
Q1 		$437K Hold
18,479
– – 0.18% 43
2016
Q4 		$417K Buy
+18,479
New +$369K 0.18% 45

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Gilbert & Cook's AEL Position: Q1 2024 in Review

Gilbert & Cook sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 152,040 shares — an estimated $8.48M sold.

Gilbert & Cook first reported a position in AEL in Q4 2016 and held it in 29 quarters. The position peaked at $11.6M in Q3 2018. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Gilbert & Cook reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Gilbert & Cook sold 152,040 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $8.48M.
  • Gilbert & Cook first reported a position in American Equity Investment Life Holding Company in Q4 2016 and held it in 29 quarters.
  • Gilbert & Cook's American Equity Investment Life Holding Company position peaked at $11.6M in Q3 2018.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Gilbert & Cook's 13F filing for Q1 2024, filed 2 May 2024.