LG
AEL

Leuthold Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Leuthold Group’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
Q4 		– Sell
-8,333
Closed -$246K – 229
2021
Q3 		$246K Sell
8,333
-133,663
-94% -$4.17M 0.03% 181
2021
Q2 		$4.59M Sell
141,996
-1,843
-1% -$58.2K 0.56% 66
2021
Q1 		$4.54M Buy
143,839
+135,066
+1,540% +$4.02M 0.57% 70
2020
Q4 		$243K Buy
+8,773
New +$242K 0.03% 162

Other funds holding AEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Leuthold Group's AEL Position: Q4 2021 in Review

Leuthold Group sold out of American Equity Investment Life Holding Company (AEL) in Q4 2021, closing a stake of 8,333 shares — an estimated $246K sold.

Leuthold Group first reported a position in AEL in Q4 2020 and held it in 4 quarters. The position peaked at $4.59M in Q2 2021. 232 funds tracked by Wall St. Rank hold AEL as of Q4 2021.

  • Leuthold Group reported no remaining American Equity Investment Life Holding Company position as of Q4 2021 after selling out during the quarter.
  • Leuthold Group sold 8,333 American Equity Investment Life Holding Company shares in Q4 2021, an estimated $246K.
  • Leuthold Group first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 4 quarters.
  • Leuthold Group's American Equity Investment Life Holding Company position peaked at $4.59M in Q2 2021.
  • 232 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2021.

Based on Leuthold Group's 13F filing for Q4 2021, filed 3 Feb 2022.