Neo Ivy Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Neo Ivy Capital 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
2022 Q2	–	Sell	-11,464	Closed	-$458K	–	658
2022 Q1	$458K	Buy	+11,464	New	+$462K	0.41%	82
2021 Q2	–	Sell	-7,541	Closed	-$238K	–	649
2021 Q1	$238K	Buy	7,541 +7,440	+7,366%	+$222K	0.26%	141
2020 Q4	$3K	Sell	101 -2,130	-95%	-$58.7K	﹤0.01%	395
2020 Q3	$49K	Buy	+2,231	New	+$53.3K	0.05%	364
2019 Q4	–	Sell	-43,304	Closed	-$933K	–	416
2019 Q3	$933K	Buy	+43,304	New	+$1.05M	0.61%	58
2019 Q1	–	Sell	-7,518	Closed	-$210K	–	416
2018 Q4	$210K	Buy	+7,518	New	+$242K	0.17%	219

Other funds holding AEL

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neo Ivy Capital Management's AEL Position: Q2 2022 in Review

Neo Ivy Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 11,464 shares — an estimated $458K sold.

Neo Ivy Capital Management first reported a position in AEL in Q4 2018 and held it in 6 quarters. The position peaked at $933K in Q3 2019. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

Neo Ivy Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
Neo Ivy Capital Management sold 11,464 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $458K.
Neo Ivy Capital Management first reported a position in American Equity Investment Life Holding Company in Q4 2018 and held it in 6 quarters.
Neo Ivy Capital Management's American Equity Investment Life Holding Company position peaked at $933K in Q3 2019.
239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Neo Ivy Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.