Mitsubishi UFJ Trust & Banking
AEL

Mitsubishi UFJ Trust & Banking’s American Equity Investment Life Holding Company AEL Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-527
Closed -$27.5K – 1188
2023
Q2 		$27.5K Buy
+527
New +$21.2K ﹤0.01% 1099
2022
Q2 		– Sell
-11,076
Closed -$442K – 1337
2022
Q1 		$442K Sell
11,076
-1,800
-14% -$72.5K ﹤0.01% 1077
2021
Q4 		$502K Sell
12,876
-485
-4% -$16.9K ﹤0.01% 1090
2021
Q3 		$395K Buy
13,361
+2,600
+24% +$81.1K ﹤0.01% 1154
2021
Q2 		$348K Sell
10,761
-668
-6% -$21.1K ﹤0.01% 1187
2021
Q1 		$316K Sell
11,429
-2,371
-17% -$70.6K ﹤0.01% 1142
2020
Q4 		$382K Sell
13,800
-2,900
-17% -$80K ﹤0.01% 1158
2020
Q3 		$367K Hold
16,700
– – ﹤0.01% 1074
2020
Q2 		$413K Buy
16,700
+1,700
+11% +$35.4K ﹤0.01% 1044
2020
Q1 		$282K Hold
15,000
– – ﹤0.01% 1072
2019
Q4 		$449K Buy
15,000
+1,100
+8% +$29.8K ﹤0.01% 1092
2019
Q3 		$336K Buy
+13,900
New +$336K ﹤0.01% 1137

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

Mitsubishi UFJ Trust & Banking's AEL Position: Q3 2023 in Review

Mitsubishi UFJ Trust & Banking sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 527 shares — an estimated $27.5K sold.

Mitsubishi UFJ Trust & Banking first reported a position in AEL in Q3 2019 and held it in 12 quarters. The position peaked at $502K in Q4 2021. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Mitsubishi UFJ Trust & Banking reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 527 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $27.5K.
  • Mitsubishi UFJ Trust & Banking first reported a position in American Equity Investment Life Holding Company in Q3 2019 and held it in 12 quarters.
  • Mitsubishi UFJ Trust & Banking's American Equity Investment Life Holding Company position peaked at $502K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q3 2023, filed 9 Nov 2023.