Neuberger Berman Group
AEL

Neuberger Berman Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Neuberger Berman Group’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
Q4 		– Sell
-6,260
Closed -$233K – 1896
2022
Q3 		$233K Buy
6,260
+26
+0.4% +$975 ﹤0.01% 1691
2022
Q2 		$228K Buy
+6,234
New +$237K ﹤0.01% 1721
2020
Q1 		– Sell
-7,117
Closed -$213K – 1648
2019
Q4 		$213K Buy
+7,117
New +$193K ﹤0.01% 1464
2019
Q2 		– Sell
-123,390
Closed -$3.33M – 1603
2019
Q1 		$3.33M Buy
123,390
+115,609
+1,486% +$3.5M ﹤0.01% 893
2018
Q4 		$217K Sell
7,781
-6,143
-44% -$197K ﹤0.01% 1472
2018
Q3 		$492K Sell
13,924
-2,217
-14% -$80.1K ﹤0.01% 1326
2018
Q2 		$581K Buy
16,141
+787
+5% +$25.4K ﹤0.01% 1361
2018
Q1 		$451K Sell
15,354
-739
-5% -$23.7K ﹤0.01% 1373
2017
Q4 		$495K Buy
16,093
+8,659
+116% +$263K ﹤0.01% 1405
2017
Q3 		$216K Sell
7,434
-285
-4% -$7.86K ﹤0.01% 1512
2017
Q2 		$203K Buy
+7,719
New +$188K ﹤0.01% 1526
2015
Q1 		– Sell
-8,128
Closed -$237K – 1671
2014
Q4 		$237K Sell
8,128
-2,598
-24% -$67.6K ﹤0.01% 1519
2014
Q3 		$245K Buy
10,726
+268
+3% +$6.32K ﹤0.01% 1514
2014
Q2 		$257K Sell
10,458
-23,431
-69% -$542K ﹤0.01% 1544
2014
Q1 		$800K Sell
33,889
-7,779
-19% -$179K ﹤0.01% 1249
2013
Q4 		$1.1M Sell
41,668
-42,750
-51% -$974K ﹤0.01% 1194
2013
Q3 		$1.79M Sell
84,418
-75,874
-47% -$1.45M ﹤0.01% 1077
2013
Q2 		$2.52M Buy
+160,292
New +$2.49M ﹤0.01% 983

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group's AEL Position: Q4 2022 in Review

Neuberger Berman Group sold out of American Equity Investment Life Holding Company (AEL) in Q4 2022, closing a stake of 6,260 shares — an estimated $233K sold.

Neuberger Berman Group first reported a position in AEL in Q2 2013 and held it in 18 quarters. The position peaked at $3.33M in Q1 2019. 275 funds tracked by Wall St. Rank hold AEL as of Q4 2022.

  • Neuberger Berman Group reported no remaining American Equity Investment Life Holding Company position as of Q4 2022 after selling out during the quarter.
  • Neuberger Berman Group sold 6,260 American Equity Investment Life Holding Company shares in Q4 2022, an estimated $233K.
  • Neuberger Berman Group first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 18 quarters.
  • Neuberger Berman Group's American Equity Investment Life Holding Company position peaked at $3.33M in Q1 2019.
  • 275 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2022.

Based on Neuberger Berman Group's 13F filing for Q4 2022, filed 13 Feb 2023.