HPC
AEL

HM Payson & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-101
Closed -$4K – 1173
2021
Q4 		$4K Hold
101
– – ﹤0.01% 982
2021
Q3 		$3K Hold
101
– – ﹤0.01% 977
2021
Q2 		$3K Hold
101
– – ﹤0.01% 970
2021
Q1 		$3K Hold
101
– – ﹤0.01% 1021
2020
Q4 		$3K Buy
+101
New +$2.79K ﹤0.01% 994

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

HM Payson & Co's AEL Position: Q1 2022 in Review

HM Payson & Co sold out of American Equity Investment Life Holding Company (AEL) in Q1 2022, closing a stake of 101 shares — an estimated $4K sold.

HM Payson & Co first reported a position in AEL in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 237 funds tracked by Wall St. Rank hold AEL as of Q1 2022.

  • HM Payson & Co reported no remaining American Equity Investment Life Holding Company position as of Q1 2022 after selling out during the quarter.
  • HM Payson & Co sold 101 American Equity Investment Life Holding Company shares in Q1 2022, an estimated $4K.
  • HM Payson & Co first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 5 quarters.
  • HM Payson & Co's American Equity Investment Life Holding Company position peaked at $4K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2022.

Based on HM Payson & Co's 13F filing for Q1 2022, filed 12 May 2022.