Massachusetts Financial Services
AEL

Massachusetts Financial Services’s American Equity Investment Life Holding Company AEL Stock Holding History

Massachusetts Financial Services’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
Q3 		– Sell
-10,553
Closed -$550K – 877
2023
Q2 		$550K Buy
+10,553
New +$424K ﹤0.01% 786
2020
Q3 		– Sell
-115,993
Closed -$2.87M – 907
2020
Q2 		$2.87M Sell
115,993
-32,495
-22% -$678K ﹤0.01% 659
2020
Q1 		$2.79M Buy
148,488
+23,503
+19% +$600K ﹤0.01% 653
2019
Q4 		$3.74M Sell
124,985
-13,507
-10% -$366K ﹤0.01% 661
2019
Q3 		$3.35M Buy
138,492
+29,462
+27% +$712K ﹤0.01% 681
2019
Q2 		$2.96M Buy
109,030
+19,571
+22% +$560K ﹤0.01% 695
2019
Q1 		$2.42M Buy
89,459
+3,308
+4% +$100K ﹤0.01% 699
2018
Q4 		$2.41M Buy
86,151
+6,708
+8% +$216K ﹤0.01% 691
2018
Q3 		$2.81M Sell
79,443
-183
-0.2% -$6.61K ﹤0.01% 699
2018
Q2 		$2.87M Buy
79,626
+10,907
+16% +$352K ﹤0.01% 695
2018
Q1 		$2.02M Buy
68,719
+1,793
+3% +$57.4K ﹤0.01% 702
2017
Q4 		$2.06M Buy
66,926
+1,841
+3% +$55.8K ﹤0.01% 703
2017
Q3 		$1.89M Buy
65,085
+6,062
+10% +$167K ﹤0.01% 705
2017
Q2 		$1.55M Buy
59,023
+1,699
+3% +$41.4K ﹤0.01% 726
2017
Q1 		$1.35M Buy
57,324
+682
+1% +$16.9K ﹤0.01% 730
2016
Q4 		$1.28M Buy
+56,642
New +$1.13M ﹤0.01% 751

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Massachusetts Financial Services's AEL Position: Q3 2023 in Review

Massachusetts Financial Services sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 10,553 shares — an estimated $550K sold.

Massachusetts Financial Services first reported a position in AEL in Q4 2016 and held it in 16 quarters. The position peaked at $3.74M in Q4 2019. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Massachusetts Financial Services reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 10,553 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $550K.
  • Massachusetts Financial Services first reported a position in American Equity Investment Life Holding Company in Q4 2016 and held it in 16 quarters.
  • Massachusetts Financial Services's American Equity Investment Life Holding Company position peaked at $3.74M in Q4 2019.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Massachusetts Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.