Grantham, Mayo, Van Otterloo & Co (GMO)
AEL

Grantham, Mayo, Van Otterloo & Co (GMO)’s American Equity Investment Life Holding Company AEL Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-320,740
Closed -$17.2M – 601
2023
Q3 		$17.2M Buy
+320,740
New +$17.2M 0.08% 200
2022
Q3 		– Sell
-6,700
Closed -$245K – 806
2022
Q2 		$245K Sell
6,700
-14,000
-68% -$533K ﹤0.01% 696
2022
Q1 		$826K Buy
+20,700
New +$833K ﹤0.01% 549
2020
Q3 		– Sell
-99,600
Closed -$2.46M – 841
2020
Q2 		$2.46M Sell
99,600
-26,700
-21% -$557K 0.02% 374
2020
Q1 		$2.37M Buy
+126,300
New +$3.22M 0.02% 357
2019
Q2 		– Sell
-9,500
Closed -$257K – 784
2019
Q1 		$257K Buy
+9,500
New +$288K ﹤0.01% 658
2017
Q3 		– Sell
-32,492
Closed -$854K – 651
2017
Q2 		$854K Buy
32,492
+20,500
+171% +$499K ﹤0.01% 379
2017
Q1 		$283K Sell
11,992
-6,931
-37% -$172K ﹤0.01% 443
2016
Q4 		$427K Sell
18,923
-200
-1% -$4K ﹤0.01% 424
2016
Q3 		$339K Sell
19,123
-63,969
-77% -$1.06M ﹤0.01% 421
2016
Q2 		$1.18M Sell
83,092
-6,908
-8% -$104K ﹤0.01% 405
2016
Q1 		$1.51M Sell
90,000
-13,300
-13% -$216K 0.01% 393
2015
Q4 		$2.48M Sell
103,300
-2,300
-2% -$58.7K 0.01% 320
2015
Q3 		$2.46M Buy
+105,600
New +$2.72M 0.01% 307
2014
Q1 		– Sell
-17,213
Closed -$454K – 657
2013
Q4 		$454K Sell
17,213
-246
-1% -$5.61K ﹤0.01% 562
2013
Q3 		$370K Buy
+17,459
New +$333K ﹤0.01% 597

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s AEL Position: Q4 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 320,740 shares — an estimated $17.2M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AEL in Q3 2013 and held it in 16 quarters. The position peaked at $17.2M in Q3 2023. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 320,740 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $17.2M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 16 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s American Equity Investment Life Holding Company position peaked at $17.2M in Q3 2023.
  • 250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2023, filed 13 Feb 2024.