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

Gotham 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
2023 Q3	–	Sell	-11,840	Closed	-$617K	–	1424
2023 Q2	$617K	Sell	11,840 -4,349	-27%	-$175K	0.01%	909
2023 Q1	$591K	Buy	16,189 +10,114	+166%	+$430K	0.01%	898
2022 Q4	$277K	Sell	6,075 -1,238	-17%	-$49.9K	0.01%	1052
2022 Q3	$273K	Buy	+7,313	New	+$274K	0.01%	1010
2018 Q1	–	Sell	-11,150	Closed	-$343K	–	1103
2017 Q4	$343K	Buy	+11,150	New	+$338K	0.01%	784
2016 Q3	–	Sell	-11,499	Closed	-$164K	–	1071
2016 Q2	$164K	Sell	11,499 -203	-2%	-$3.07K	﹤0.01%	898
2016 Q1	$197K	Buy	11,702 +2,250	+24%	+$36.5K	﹤0.01%	914
2015 Q4	$227K	Buy	+9,452	New	+$241K	﹤0.01%	799
2014 Q3	–	Sell	-12,071	Closed	-$297K	–	1086
2014 Q2	$297K	Buy	12,071 +16	+0.1%	+$370	﹤0.01%	891
2014 Q1	$285K	Sell	12,055 -7,934	-40%	-$183K	﹤0.01%	904
2013 Q4	$527K	Buy	+19,989	New	+$456K	0.01%	735

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFM

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

Gotham Asset Management's AEL Position: Q3 2023 in Review

Gotham Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 11,840 shares — an estimated $617K sold.

Gotham Asset Management first reported a position in AEL in Q4 2013 and held it in 11 quarters. The position peaked at $617K in Q2 2023. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Gotham Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
Gotham Asset Management sold 11,840 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $617K.
Gotham Asset Management first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 11 quarters.
Gotham Asset Management's American Equity Investment Life Holding Company position peaked at $617K in Q2 2023.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Gotham Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.