Great Lakes Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Great Lakes Advisors’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 Q2	–	Sell	-88,818	Closed	-$3.24M	–	866
2023 Q1	$3.24M	Sell	88,818 -139,938	-61%	-$5.95M	0.03%	442
2022 Q4	$1.04M	Buy	228,756 +3,472	+2%	+$140K	0.06%	414
2022 Q3	$8.4M	Buy	+225,284	New	+$8.45M	0.18%	146
2016 Q2	–	Sell	-199,567	Closed	-$3.35M	–	589
2016 Q1	$3.35M	Buy	199,567 +45,523	+30%	+$738K	0.09%	203
2015 Q4	$3.7M	Buy	154,044 +29,516	+24%	+$753K	0.11%	168
2015 Q3	$2.9M	Buy	+124,528	New	+$3.21M	0.09%	193

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

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Great Lakes Advisors's AEL Position: Q2 2023 in Review

Great Lakes Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 88,818 shares — an estimated $3.24M sold.

Great Lakes Advisors first reported a position in AEL in Q3 2015 and held it in 6 quarters. The position peaked at $8.4M in Q3 2022. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

Great Lakes Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
Great Lakes Advisors sold 88,818 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $3.24M.
Great Lakes Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 6 quarters.
Great Lakes Advisors's American Equity Investment Life Holding Company position peaked at $8.4M in Q3 2022.
258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Great Lakes Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.