ME
AEL

McIlrath & Eck’s American Equity Investment Life Holding Company AEL Stock Holding History

McIlrath & Eck’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
-2,437
Closed -$111K – 973
2022
Q4 		$111K Hold
2,437
– – 0.03% 141
2022
Q3 		$91K Hold
2,437
– – 0.03% 158
2022
Q2 		$89K Buy
2,437
+244
+11% +$9.29K 0.03% 148
2022
Q1 		$88K Hold
2,193
– – 0.03% 161
2021
Q4 		$85K Hold
2,193
– – 0.02% 171
2021
Q3 		$65K Sell
2,193
-2,193
-50% -$68.4K 0.02% 203
2021
Q2 		$142K Buy
+4,386
New +$138K 0.04% 105

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

McIlrath & Eck's AEL Position: Q1 2023 in Review

McIlrath & Eck sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 2,437 shares — an estimated $111K sold.

McIlrath & Eck first reported a position in AEL in Q2 2021 and held it in 7 quarters. The position peaked at $142K in Q2 2021. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

  • McIlrath & Eck reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
  • McIlrath & Eck sold 2,437 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $111K.
  • McIlrath & Eck first reported a position in American Equity Investment Life Holding Company in Q2 2021 and held it in 7 quarters.
  • McIlrath & Eck's American Equity Investment Life Holding Company position peaked at $142K in Q2 2021.
  • 257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.