Mercer Global Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Mercer Global 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
2023 Q3	–	Sell	-4,140	Closed	-$216K	–	2073
2023 Q2	$216K	Sell	4,140 -2,368	-36%	-$95.2K	﹤0.01%	1705
2023 Q1	$237K	Sell	6,508 -1,864	-22%	-$79.2K	﹤0.01%	1639
2022 Q4	$382K	Sell	8,372 -2,389	-22%	-$96.2K	﹤0.01%	1363
2022 Q3	$401K	Sell	10,761 -364	-3%	-$13.7K	﹤0.01%	1243
2022 Q2	$407K	Sell	11,125 -2,620	-19%	-$99.7K	﹤0.01%	1251
2022 Q1	$549K	Buy	13,745 +498	+4%	+$20K	﹤0.01%	1185
2021 Q4	$516K	Buy	13,247 +3	+0%	+$105	﹤0.01%	1187
2021 Q3	$392K	Buy	13,244 +922	+7%	+$28.8K	﹤0.01%	1297
2021 Q2	$398K	Buy	12,322 +772	+7%	+$24.4K	﹤0.01%	1258
2021 Q1	$364K	Sell	11,550 -297	-3%	-$8.84K	﹤0.01%	1230
2020 Q4	$328K	Buy	+11,847	New	+$327K	﹤0.01%	1044

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mercer Global Advisors's AEL Position: Q3 2023 in Review

Mercer Global Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 4,140 shares — an estimated $216K sold.

Mercer Global Advisors first reported a position in AEL in Q4 2020 and held it in 11 quarters. The position peaked at $549K in Q1 2022. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Mercer Global Advisors reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
Mercer Global Advisors sold 4,140 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $216K.
Mercer Global Advisors first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 11 quarters.
Mercer Global Advisors's American Equity Investment Life Holding Company position peaked at $549K in Q1 2022.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Mercer Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.