MAM
AEL

Martingale Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Martingale Asset 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
2023
Q1 		– Sell
-32,495
Closed -$1.48M – 907
2022
Q4 		$1.48M Sell
32,495
-2,576
-7% -$104K 0.03% 340
2022
Q3 		$1.31M Buy
35,071
+1,102
+3% +$41.3K 0.03% 361
2022
Q2 		$1.24M Buy
33,969
+11,106
+49% +$423K 0.02% 404
2022
Q1 		$913K Buy
+22,863
New +$920K 0.01% 505
2020
Q4 		– Sell
-29,931
Closed -$659K – 1071
2020
Q3 		$659K Sell
29,931
-55,435
-65% -$1.32M 0.01% 745
2020
Q2 		$2.11M Buy
85,366
+1,689
+2% +$35.2K 0.02% 513
2020
Q1 		$1.57M Sell
83,677
-9,202
-10% -$235K 0.02% 549
2019
Q4 		$2.78M Buy
92,879
+900
+1% +$24.4K 0.03% 511
2019
Q3 		$2.23M Buy
91,979
+31,613
+52% +$764K 0.02% 562
2019
Q2 		$1.64M Buy
60,366
+13,266
+28% +$380K 0.02% 642
2019
Q1 		$1.27M Sell
47,100
-29,744
-39% -$901K 0.01% 724
2018
Q4 		$2.15M Sell
76,844
-2,200
-3% -$70.7K 0.03% 519
2018
Q3 		$2.79M Sell
79,044
-925
-1% -$33.4K 0.03% 467
2018
Q2 		$2.88M Sell
79,969
-101
-0.1% -$3.26K 0.04% 445
2018
Q1 		$2.35M Hold
80,070
– – 0.03% 485
2017
Q4 		$2.46M Sell
80,070
-84
-0.1% -$2.55K 0.03% 476
2017
Q3 		$2.33M Buy
80,154
+4
+0% +$110 0.03% 519
2017
Q2 		$2.11M Buy
80,150
+98
+0.1% +$2.39K 0.03% 534
2017
Q1 		$1.89M Buy
80,052
+4,231
+6% +$105K 0.03% 565
2016
Q4 		$1.71M Buy
+75,821
New +$1.52M 0.02% 585
2014
Q2 		– Sell
-11,715
Closed -$277K – 927
2014
Q1 		$277K Sell
11,715
-58,015
-83% -$1.34M 0.01% 808
2013
Q4 		$1.84M Sell
69,730
-1,302
-2% -$29.7K 0.06% 344
2013
Q3 		$1.51M Buy
+71,032
New +$1.36M 0.05% 373

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Martingale Asset Management's AEL Position: Q1 2023 in Review

Martingale Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 32,495 shares — an estimated $1.48M sold.

Martingale Asset Management first reported a position in AEL in Q3 2013 and held it in 23 quarters. The position peaked at $2.88M in Q2 2018. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

  • Martingale Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
  • Martingale Asset Management sold 32,495 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $1.48M.
  • Martingale Asset Management first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 23 quarters.
  • Martingale Asset Management's American Equity Investment Life Holding Company position peaked at $2.88M in Q2 2018.
  • 257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on Martingale Asset Management's 13F filing for Q1 2023, filed 12 May 2023.