IP
AEL

Interval Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Interval Partners’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
-74,498
Closed -$2.72M – 407
2022
Q2 		$2.72M Sell
74,498
-118,553
-61% -$4.51M 0.19% 157
2022
Q1 		$7.71M Sell
193,051
-63,080
-25% -$2.54M 0.58% 81
2021
Q4 		$9.97M Buy
256,131
+89,384
+54% +$3.12M 0.68% 65
2021
Q3 		$4.93M Buy
166,747
+23,316
+16% +$727K 0.29% 136
2021
Q2 		$4.64M Sell
143,431
-87,155
-38% -$2.75M 0.28% 139
2021
Q1 		$7.27M Buy
230,586
+90,004
+64% +$2.68M 0.48% 102
2020
Q4 		$3.89M Buy
+140,582
New +$3.88M 0.23% 130
2015
Q4 		– Sell
-14,426
Closed -$336K – 223
2015
Q3 		$336K Sell
14,426
-30,696
-68% -$791K 0.05% 140
2015
Q2 		$1.22M Buy
+45,122
New +$1.23M 0.16% 120

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
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 $8.82B AUM 7.52% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return