HC
AEL

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

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $8.82B AUM 7.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return