Jupiter Investment Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Jupiter Investment Management’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
2020 Q1	–	Sell	-7,165	Closed	-$214K	–	511
2019 Q4	$214K	Sell	7,165 -2,151	-23%	-$58.3K	﹤0.01%	412
2019 Q3	$225K	Sell	9,316 -11,096	-54%	-$268K	﹤0.01%	413
2019 Q2	$554K	Sell	20,412 -77,326	-79%	-$2.21M	0.01%	274
2019 Q1	$2.64M	Sell	97,738 -6,245	-6%	-$189K	0.02%	207
2018 Q4	$2.9M	Buy	103,983 +62,507	+151%	+$2.01M	0.03%	198
2018 Q3	$1.47M	Buy	+41,476	New	+$1.5M	0.01%	245
2018 Q2	–	Sell	-37,461	Closed	-$1.1M	–	461
2018 Q1	$1.1M	Buy	+37,461	New	+$1.2M	0.01%	266
2016 Q1	–	Sell	-4,707	Closed	-$113K	–	536
2015 Q4	$113K	Sell	4,707 -40,562	-90%	-$1.03M	﹤0.01%	236
2015 Q3	$1.05M	Sell	45,269 -4,172	-8%	-$108K	0.03%	186
2015 Q2	$1.33M	Buy	+49,441	New	+$1.35M	0.04%	150

Other funds holding AEL

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Jupiter Investment Management's AEL Position: Q1 2020 in Review

Jupiter Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2020, closing a stake of 7,165 shares — an estimated $214K sold.

Jupiter Investment Management first reported a position in AEL in Q2 2015 and held it in 10 quarters. The position peaked at $2.9M in Q4 2018. 224 funds tracked by Wall St. Rank hold AEL as of Q1 2020.

Jupiter Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 7,165 American Equity Investment Life Holding Company shares in Q1 2020, an estimated $214K.
Jupiter Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2015 and held it in 10 quarters.
Jupiter Investment Management's American Equity Investment Life Holding Company position peaked at $2.9M in Q4 2018.
224 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.