Harbor Investment Advisory’s American Equity Investment Life Holding Company AEL Stock Holding History

Harbor Investment Advisory’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 Q1	–	Sell	-493	Closed	-$22.5K	–	1376
2022 Q4	$22.5K	Sell	493 -665	-57%	-$26.8K	﹤0.01%	882
2022 Q3	$43K	Hold	1,158	–	–	0.01%	738
2022 Q2	$42K	Hold	1,158	–	–	0.01%	751
2022 Q1	$46K	Hold	1,158	–	–	0.01%	779
2021 Q4	$45K	Hold	1,158	–	–	0.01%	773
2021 Q3	$34K	Hold	1,158	–	–	﹤0.01%	844
2021 Q2	$37K	Hold	1,158	–	–	0.01%	786
2021 Q1	$37K	Hold	1,158	–	–	0.01%	757
2020 Q4	$32K	Sell	1,158 -40	-3%	-$1.1K	0.01%	738
2020 Q3	$26K	Buy	1,198 +612	+104%	+$14.6K	0.01%	675
2020 Q2	$14K	Sell	586 -288	-33%	-$6K	﹤0.01%	720
2020 Q1	$16K	Buy	+874	New	+$22.3K	﹤0.01%	629

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

RRAM

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

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

Harbor Investment Advisory's AEL Position: Q1 2023 in Review

Harbor Investment Advisory sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 493 shares — an estimated $22.5K sold.

Harbor Investment Advisory first reported a position in AEL in Q1 2020 and held it in 12 quarters. The position peaked at $46K in Q1 2022. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

Harbor Investment Advisory reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
Harbor Investment Advisory sold 493 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $22.5K.
Harbor Investment Advisory first reported a position in American Equity Investment Life Holding Company in Q1 2020 and held it in 12 quarters.
Harbor Investment Advisory's American Equity Investment Life Holding Company position peaked at $46K in Q1 2022.
257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.