HIS
AEL

Harvest Investment Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Harvest Investment Services’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
2022
Q3 		– Sell
-7,749
Closed -$283K – 168
2022
Q2 		$283K Sell
7,749
-430
-5% -$16.4K 0.22% 113
2022
Q1 		$326K Buy
+8,179
New +$329K 0.2% 146

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Investment Services's AEL Position: Q3 2022 in Review

Harvest Investment Services sold out of American Equity Investment Life Holding Company (AEL) in Q3 2022, closing a stake of 7,749 shares — an estimated $283K sold.

Harvest Investment Services first reported a position in AEL in Q1 2022 and held it in 2 quarters. The position peaked at $326K in Q1 2022. 254 funds tracked by Wall St. Rank hold AEL as of Q3 2022.

  • Harvest Investment Services reported no remaining American Equity Investment Life Holding Company position as of Q3 2022 after selling out during the quarter.
  • Harvest Investment Services sold 7,749 American Equity Investment Life Holding Company shares in Q3 2022, an estimated $283K.
  • Harvest Investment Services first reported a position in American Equity Investment Life Holding Company in Q1 2022 and held it in 2 quarters.
  • Harvest Investment Services's American Equity Investment Life Holding Company position peaked at $326K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2022.

Based on Harvest Investment Services's 13F filing for Q3 2022, filed 9 Nov 2022.