Lord, Abbett & Co
AEL

Lord, Abbett & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

Lord, Abbett & 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
2022
Q2 		– Sell
-309,608
Closed -$12.4M – 637
2022
Q1 		$12.4M Sell
309,608
-149,587
-33% -$6.02M 0.03% 424
2021
Q4 		$17.9M Buy
459,195
+3,100
+0.7% +$108K 0.04% 407
2021
Q3 		$13.5M Sell
456,095
-28,800
-6% -$899K 0.03% 476
2021
Q2 		$15.7M Buy
484,895
+17,300
+4% +$546K 0.04% 459
2021
Q1 		$14.7M Buy
+467,595
New +$13.9M 0.04% 459

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co's AEL Position: Q2 2022 in Review

Lord, Abbett & Co sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 309,608 shares — an estimated $12.4M sold.

Lord, Abbett & Co first reported a position in AEL in Q1 2021 and held it in 5 quarters. The position peaked at $17.9M in Q4 2021. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

  • Lord, Abbett & Co reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
  • Lord, Abbett & Co sold 309,608 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $12.4M.
  • Lord, Abbett & Co first reported a position in American Equity Investment Life Holding Company in Q1 2021 and held it in 5 quarters.
  • Lord, Abbett & Co's American Equity Investment Life Holding Company position peaked at $17.9M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Lord, Abbett & Co's 13F filing for Q2 2022, filed 12 Aug 2022.