Henshaw Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

Henshaw Capital’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 Q4	–	Sell	-5,969	Closed	-$223K	–	318
2022 Q3	$223K	Hold	5,969	–	–	0.02%	258
2022 Q2	$218K	Hold	5,969	–	–	0.02%	278
2022 Q1	$238K	Hold	5,969	–	–	0.01%	289
2021 Q4	$232K	Buy	+5,969	New	+$208K	0.01%	305
2020 Q3	–	Sell	-8,675	Closed	-$214K	–	332
2020 Q2	$214K	Sell	8,675 -4,211	-33%	-$87.8K	0.02%	283
2020 Q1	$242K	Buy	+12,886	New	+$329K	0.02%	223
2018 Q3	–	Sell	-7,867	Closed	-$283K	–	317
2018 Q2	$283K	Hold	7,867	–	–	0.03%	246
2018 Q1	$231K	Hold	7,867	–	–	0.02%	277
2017 Q4	$242K	Buy	7,867 +63	+0.8%	+$1.91K	0.02%	261
2017 Q3	$227K	Sell	7,804 -2,129	-21%	-$58.7K	0.02%	265
2017 Q2	$261K	Buy	+9,933	New	+$242K	0.03%	251

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

RRAM

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Henshaw Capital's AEL Position: Q4 2022 in Review

Henshaw Capital sold out of American Equity Investment Life Holding Company (AEL) in Q4 2022, closing a stake of 5,969 shares — an estimated $223K sold.

Henshaw Capital first reported a position in AEL in Q2 2017 and held it in 11 quarters. The position peaked at $283K in Q2 2018. 272 funds tracked by Wall St. Rank hold AEL as of Q4 2022.

Henshaw Capital reported no remaining American Equity Investment Life Holding Company position as of Q4 2022 after selling out during the quarter.
Henshaw Capital sold 5,969 American Equity Investment Life Holding Company shares in Q4 2022, an estimated $223K.
Henshaw Capital first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 11 quarters.
Henshaw Capital's American Equity Investment Life Holding Company position peaked at $283K in Q2 2018.
272 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2022.

Based on Henshaw Capital's 13F filing for Q4 2022, filed 28 May 2026.