Mendon Capital Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Mendon Capital Advisors’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	-25,000	Closed	-$788K	–	68
2021 Q1	$788K	Sell	25,000 -50,000	-67%	-$1.49M	0.29%	45
2020 Q4	$2.07M	Buy	+75,000	New	+$2.07M	0.97%	30
2016 Q2	–	Sell	-55,210	Closed	-$928K	–	118
2016 Q1	$928K	Sell	55,210 -200,000	-78%	-$3.24M	0.12%	102
2015 Q4	$6.13M	Buy	255,210 +56,210	+28%	+$1.43M	0.83%	44
2015 Q3	$4.64M	Buy	+199,000	New	+$5.13M	1.29%	23

Other funds holding AEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

RRAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mendon Capital Advisors's AEL Position: Q2 2021 in Review

Mendon Capital Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2021, closing a stake of 25,000 shares — an estimated $788K sold.

Mendon Capital Advisors first reported a position in AEL in Q3 2015 and held it in 5 quarters. The position peaked at $6.13M in Q4 2015. 213 funds tracked by Wall St. Rank hold AEL as of Q2 2021.

Mendon Capital Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2021 after selling out during the quarter.
Mendon Capital Advisors sold 25,000 American Equity Investment Life Holding Company shares in Q2 2021, an estimated $788K.
Mendon Capital Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 5 quarters.
Mendon Capital Advisors's American Equity Investment Life Holding Company position peaked at $6.13M in Q4 2015.
213 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2021.

Based on Mendon Capital Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.