GDP
AEL

Great Diamond Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-771
Closed -$23K – 640
2019
Q4 		$23K Buy
+771
New +$20.9K 0.01% 440

Other funds holding AEL

BlackRock
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Great Diamond Partners's AEL Position: Q1 2020 in Review

Great Diamond Partners sold out of American Equity Investment Life Holding Company (AEL) in Q1 2020, closing a stake of 771 shares — an estimated $23K sold.

Great Diamond Partners first reported a position in AEL in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 224 funds tracked by Wall St. Rank hold AEL as of Q1 2020.

  • Great Diamond Partners reported no remaining American Equity Investment Life Holding Company position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 771 American Equity Investment Life Holding Company shares in Q1 2020, an estimated $23K.
  • Great Diamond Partners first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's American Equity Investment Life Holding Company position peaked at $23K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.