Marshall Wace North America’s American Equity Investment Life Holding Company AEL Stock Holding History

Marshall Wace North America’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 Q2	–	Sell	-158,315	Closed	-$4.99M	–	1864
2021 Q1	$4.99M	Sell	158,315 -124,825	-44%	-$3.72M	0.02%	563
2020 Q4	$7.83M	Buy	+283,140	New	+$7.81M	0.04%	429
2020 Q1	–	Sell	-38,039	Closed	-$1.14M	–	1673
2019 Q4	$1.14M	Buy	38,039 +2,554	+7%	+$69.3K	0.01%	695
2019 Q3	$858K	Buy	+35,485	New	+$858K	﹤0.01%	724
2019 Q2	–	Sell	-1,266	Closed	-$34K	–	1711
2019 Q1	$34K	Sell	1,266 -16,633	-93%	-$504K	﹤0.01%	1323
2018 Q4	$500K	Buy	+17,899	New	+$575K	﹤0.01%	776
2018 Q2	–	Sell	-18,720	Closed	-$550K	–	1767
2018 Q1	$550K	Buy	+18,720	New	+$599K	﹤0.01%	1132
2013 Q4	–	Sell	-5,083	Closed	-$108K	–	862
2013 Q3	$108K	Sell	5,083 -15,312	-75%	-$292K	﹤0.01%	584
2013 Q2	$320K	Buy	+20,395	New	+$316K	0.03%	357

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

RRAM

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

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

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

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

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

Marshall Wace North America's AEL Position: Q2 2021 in Review

Marshall Wace North America sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 158,315 shares — an estimated $4.99M sold.

Marshall Wace North America first reported a position in AEL in Q2 2013 and held it in 9 quarters. The position peaked at $7.83M in Q4 2020. 212 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

Marshall Wace North America reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 158,315 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $4.99M.
Marshall Wace North America first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 9 quarters.
Marshall Wace North America's American Equity Investment Life Holding Company position peaked at $7.83M in Q4 2020.
212 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.