Jefferies Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Jefferies Group’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	-6,037	Closed	-$221K	–	2014
2022 Q2	$221K	Buy	+6,037	New	+$230K	﹤0.01%	1255
2020 Q1	–	Sell	-18,223	Closed	-$545K	–	2782
2019 Q4	$545K	Sell	18,223 -1,495	-8%	-$40.5K	﹤0.01%	1759
2019 Q3	$477K	Buy	19,718 +4,575	+30%	+$111K	﹤0.01%	1919
2019 Q2	$411K	Sell	15,143 -3,686	-20%	-$105K	﹤0.01%	1767
2019 Q1	$509K	Buy	18,829 +9,067	+93%	+$275K	﹤0.01%	1575
2018 Q4	$273K	Buy	+9,762	New	+$314K	﹤0.01%	1691
2015 Q3	–	Sell	-2,902	Closed	-$78K	–	3196
2015 Q2	$78K	Buy	+2,902	New	+$79.4K	﹤0.01%	2283
2014 Q1	–	Sell	-11,489	Closed	-$303K	–	2447
2013 Q4	$303K	Buy	+11,489	New	+$262K	﹤0.01%	1383

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Group's AEL Position: Q3 2022 in Review

Jefferies Group sold out of American Equity Investment Life Holding Company (AEL) in Q3 2022, closing a stake of 6,037 shares — an estimated $221K sold.

Jefferies Group first reported a position in AEL in Q4 2013 and held it in 8 quarters. The position peaked at $545K in Q4 2019. 254 funds tracked by Wall St. Rank hold AEL as of Q3 2022.

Jefferies Group reported no remaining American Equity Investment Life Holding Company position as of Q3 2022 after selling out during the quarter.
Jefferies Group sold 6,037 American Equity Investment Life Holding Company shares in Q3 2022, an estimated $221K.
Jefferies Group first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 8 quarters.
Jefferies Group's American Equity Investment Life Holding Company position peaked at $545K in Q4 2019.
254 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.