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

Lakewood Capital 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
2022 Q2	–	Sell	-266,207	Closed	-$10.6M	–	52
2022 Q1	$10.6M	Sell	266,207 -1,459,970	-85%	-$58.8M	0.54%	39
2021 Q4	$67.2M	Buy	1,726,177 +135,227	+8%	+$4.71M	2.85%	12
2021 Q3	$47M	Sell	1,590,950 -60,387	-4%	-$1.88M	2.07%	19
2021 Q2	$53.4M	Buy	1,651,337 +73,000	+5%	+$2.3M	2.2%	14
2021 Q1	$49.8M	Buy	+1,578,337	New	+$47M	2.11%	17

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Lakewood Capital Management's AEL Position: Q2 2022 in Review

Lakewood Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 266,207 shares — an estimated $10.6M sold.

Lakewood Capital Management first reported a position in AEL in Q1 2021 and held it in 5 quarters. The position peaked at $67.2M in Q4 2021. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

Lakewood Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
Lakewood Capital Management sold 266,207 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $10.6M.
Lakewood Capital Management first reported a position in American Equity Investment Life Holding Company in Q1 2021 and held it in 5 quarters.
Lakewood Capital Management's American Equity Investment Life Holding Company position peaked at $67.2M in Q4 2021.
239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Lakewood Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.