Mittleman Investment Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Mittleman Investment Management’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 Q4	–	Sell	-11,940	Closed	-$353K	–	5
2021 Q3	$353K	Sell	11,940 -103,773	-90%	-$3.24M	1.03%	5
2021 Q2	$3.74M	Buy	115,713 +5,800	+5%	+$183K	7.49%	5
2021 Q1	$3.47M	Sell	109,913 -48,138	-30%	-$1.43M	7.81%	4
2020 Q4	$4.37M	Sell	158,051 -12,602	-7%	-$348K	8.12%	4
2020 Q3	$3.75M	Buy	170,653 +11,680	+7%	+$279K	9.03%	4
2020 Q2	$3.93M	Sell	158,973 -84,065	-35%	-$1.75M	7.27%	5
2020 Q1	$4.57M	Sell	243,038 -20,350	-8%	-$519K	6.98%	5
2019 Q4	$7.88M	Buy	263,388 +2,923	+1%	+$79.3K	5.78%	5
2019 Q3	$6.3M	Sell	260,465 -3,585	-1%	-$86.7K	4.5%	6
2019 Q2	$7.17M	Buy	+264,050	New	+$7.55M	6.03%	5

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 $74.2B AUM 0.68% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mittleman Investment Management's AEL Position: Q4 2021 in Review

Mittleman Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2021, closing a stake of 11,940 shares — an estimated $353K sold.

Mittleman Investment Management first reported a position in AEL in Q2 2019 and held it in 10 quarters. The position peaked at $7.88M in Q4 2019. 232 funds tracked by Wall St. Rank hold AEL as of Q4 2021.

Mittleman Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2021 after selling out during the quarter.
Mittleman Investment Management sold 11,940 American Equity Investment Life Holding Company shares in Q4 2021, an estimated $353K.
Mittleman Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2019 and held it in 10 quarters.
Mittleman Investment Management's American Equity Investment Life Holding Company position peaked at $7.88M in Q4 2019.
232 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2021.

Based on Mittleman Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.