Kohlberg Kravis Roberts & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

Kohlberg Kravis Roberts & Co’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
2021 Q1	–	Sell	-2,751,219	Closed	-$76.1M	–	110
2020 Q4	$76.1M	Sell	2,751,219 -1,807,574	-40%	-$49.8M	0.39%	18
2020 Q3	$100M	Buy	4,558,793 +89,300	+2%	+$2.13M	0.57%	12
2020 Q2	$110M	Hold	4,469,493	–	–	0.67%	10
2020 Q1	$84M	Buy	4,469,493 +2,034,820	+84%	+$51.9M	0.54%	11
2019 Q4	$72.9M	Buy	+2,434,673	New	+$66M	0.36%	16

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Kohlberg Kravis Roberts & Co's AEL Position: Q1 2021 in Review

Kohlberg Kravis Roberts & Co sold out of American Equity Investment Life Holding Company (AEL) in Q1 2021, closing a stake of 2,751,219 shares — an estimated $76.1M sold.

Kohlberg Kravis Roberts & Co first reported a position in AEL in Q4 2019 and held it in 5 quarters. The position peaked at $110M in Q2 2020. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

Kohlberg Kravis Roberts & Co reported no remaining American Equity Investment Life Holding Company position as of Q1 2021 after selling out during the quarter.
Kohlberg Kravis Roberts & Co sold 2,751,219 American Equity Investment Life Holding Company shares in Q1 2021, an estimated $76.1M.
Kohlberg Kravis Roberts & Co first reported a position in American Equity Investment Life Holding Company in Q4 2019 and held it in 5 quarters.
Kohlberg Kravis Roberts & Co's American Equity Investment Life Holding Company position peaked at $110M in Q2 2020.
230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q1 2021, filed 17 May 2021.