Kennedy Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-183,780
| Closed | -$10.3M | – | 780 |
|
|
2023
Q4 | $10.3M | Sell |
183,780
-143,124
| -44% | -$7.78M | 0.22% | 152 |
|
|
2023
Q3 | $17.5M | Sell |
326,904
-36,432
| -10% | -$1.95M | 0.43% | 44 |
|
|
2023
Q2 | $18.9M | Sell |
363,336
-101,683
| -22% | -$4.09M | 0.44% | 39 |
|
|
2023
Q1 | $17M | Buy |
465,019
+42,572
| +10% | +$1.81M | 0.5% | 30 |
|
|
2022
Q4 | $19.3M | Sell |
422,447
-186,907
| -31% | -$7.53M | 0.54% | 25 |
|
|
2022
Q3 | $22.7M | Sell |
609,354
-5,360
| -0.9% | -$201K | 0.67% | 13 |
|
|
2022
Q2 | $22.5M | Buy |
614,714
+15,924
| +3% | +$606K | 0.63% | 16 |
|
|
2022
Q1 | $23.9M | Sell |
598,790
-42,434
| -7% | -$1.71M | 0.57% | 22 |
|
|
2021
Q4 | $25M | Buy |
641,224
+1,422
| +0.2% | +$49.6K | 0.53% | 27 |
|
|
2021
Q3 | $18.9M | Sell |
639,802
-9,016
| -1% | -$281K | 0.42% | 47 |
|
|
2021
Q2 | $21M | Sell |
648,818
-13,537
| -2% | -$427K | 0.45% | 32 |
|
|
2021
Q1 | $20.9M | Buy |
+662,355
| New | +$19.7M | 0.42% | 39 |
|
|
2020
Q4 | – | Sell |
-12,413
| Closed | -$273K | – | 712 |
|
|
2020
Q3 | $273K | Sell |
12,413
-25,389
| -67% | -$606K | 0.01% | 624 |
|
|
2020
Q2 | $934K | Buy |
37,802
+5,850
| +18% | +$122K | 0.03% | 578 |
|
|
2020
Q1 | $601K | Sell |
31,952
-15,048
| -32% | -$384K | 0.02% | 606 |
|
|
2019
Q4 | $1.41M | Sell |
47,000
-192,612
| -80% | -$5.22M | 0.03% | 588 |
|
|
2019
Q3 | $5.8M | Sell |
239,612
-55,598
| -19% | -$1.34M | 0.14% | 269 |
|
|
2019
Q2 | $8.02M | Sell |
295,210
-28,444
| -9% | -$814K | 0.19% | 188 |
|
|
2019
Q1 | $8.74M | Sell |
323,654
-18,269
| -5% | -$554K | 0.21% | 162 |
|
|
2018
Q4 | $9.55M | Sell |
341,923
-5,073
| -1% | -$163K | 0.24% | 115 |
|
|
2018
Q3 | $12.3M | Sell |
346,996
-132,058
| -28% | -$4.77M | 0.23% | 119 |
|
|
2018
Q2 | $17.2M | Buy |
479,054
+45,219
| +10% | +$1.46M | 0.32% | 63 |
|
|
2018
Q1 | $12.7M | Sell |
433,835
-65,056
| -13% | -$2.08M | 0.25% | 106 |
|
|
2017
Q4 | $15.3M | Sell |
498,891
-99,867
| -17% | -$3.03M | 0.27% | 90 |
|
|
2017
Q3 | $17.4M | Sell |
598,758
-53,439
| -8% | -$1.47M | 0.31% | 62 |
|
|
2017
Q2 | $17.1M | Sell |
652,197
-248,906
| -28% | -$6.06M | 0.33% | 67 |
|
|
2017
Q1 | $21.3M | Sell |
901,103
-666,429
| -43% | -$16.6M | 0.37% | 51 |
|
|
2016
Q4 | $35.3M | Sell |
1,567,532
-81,290
| -5% | -$1.62M | 0.61% | 7 |
|
|
2016
Q3 | $29.2M | Sell |
1,648,822
-121,298
| -7% | -$2M | 0.56% | 12 |
|
|
2016
Q2 | $25.2M | Buy |
1,770,120
+485,267
| +38% | +$7.33M | 0.51% | 17 |
|
|
2016
Q1 | $21.6M | Buy |
1,284,853
+569,990
| +80% | +$9.24M | 0.44% | 32 |
|
|
2015
Q4 | $17.2M | Sell |
714,863
-6,944
| -1% | -$177K | 0.35% | 52 |
|
|
2015
Q3 | $16.8M | Buy |
721,807
+12,391
| +2% | +$319K | 0.34% | 54 |
|
|
2015
Q2 | $19.1M | Sell |
709,416
-17,652
| -2% | -$483K | 0.34% | 59 |
|
|
2015
Q1 | $21.2M | Buy |
727,068
+42,303
| +6% | +$1.19M | 0.37% | 52 |
|
|
2014
Q4 | $20M | Sell |
684,765
-21,301
| -3% | -$554K | 0.37% | 49 |
|
|
2014
Q3 | $16.2M | Sell |
706,066
-20,590
| -3% | -$485K | 0.32% | 69 |
|
|
2014
Q2 | $17.9M | Sell |
726,656
-132,768
| -15% | -$3.07M | 0.33% | 64 |
|
|
2014
Q1 | $20.3M | Sell |
859,424
-72,156
| -8% | -$1.66M | 0.38% | 47 |
|
|
2013
Q4 | $24.6M | Sell |
931,580
-484,597
| -34% | -$11M | 0.45% | 28 |
|
|
2013
Q3 | $30.1M | Sell |
1,416,177
-112,725
| -7% | -$2.15M | 0.58% | 11 |
|
|
2013
Q2 | $24M | Buy |
+1,528,902
| New | +$23.7M | 0.49% | 17 |
|
Other funds holding AEL
BC
AAM
SFM
GCL
Kennedy Capital Management's AEL Position: Q1 2024 in Review
Kennedy Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 183,780 shares — an estimated $10.3M sold.
Kennedy Capital Management first reported a position in AEL in Q2 2013 and held it in 42 quarters. The position peaked at $35.3M in Q4 2016. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.
- Kennedy Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
- Kennedy Capital Management sold 183,780 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $10.3M.
- Kennedy Capital Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 42 quarters.
- Kennedy Capital Management's American Equity Investment Life Holding Company position peaked at $35.3M in Q4 2016.
- 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.
Based on Kennedy Capital Management's 13F filing for Q1 2024, filed 15 May 2024.