Knights of Columbus Asset Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Knights of Columbus Asset Advisors’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
2023 Q4	–	Sell	-30,039	Closed	-$1.61M	–	391
2023 Q3	$1.61M	Sell	30,039 -420	-1%	-$22.5K	0.15%	203
2023 Q2	$1.59M	Sell	30,459 -31,377	-51%	-$1.26M	0.14%	214
2023 Q1	$2.26M	Buy	61,836 +472	+0.8%	+$20.1K	0.22%	154
2022 Q4	$2.8M	Sell	61,364 -682	-1%	-$27.5K	0.29%	113
2022 Q3	$2.31M	Sell	62,046 -123	-0.2%	-$4.62K	0.24%	138
2022 Q2	$2.27M	Buy	+62,169	New	+$2.37M	0.23%	146

Other funds holding AEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Knights of Columbus Asset Advisors's AEL Position: Q4 2023 in Review

Knights of Columbus Asset Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 30,039 shares — an estimated $1.61M sold.

Knights of Columbus Asset Advisors first reported a position in AEL in Q2 2022 and held it in 6 quarters. The position peaked at $2.8M in Q4 2022. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

Knights of Columbus Asset Advisors reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 30,039 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $1.61M.
Knights of Columbus Asset Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2022 and held it in 6 quarters.
Knights of Columbus Asset Advisors's American Equity Investment Life Holding Company position peaked at $2.8M in Q4 2022.
250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.