NC
AEL

NinePointTwo Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

NinePointTwo Capital’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
-11,138
Closed -$415K – 279
2022
Q3 		$415K Sell
11,138
-137
-1% -$5.14K 0.17% 34
2022
Q2 		$412K Buy
11,275
+3,178
+39% +$121K 0.14% 61
2022
Q1 		$323K Hold
8,097
– – 0.09% 104
2021
Q4 		$315K Buy
+8,097
New +$282K 0.1% 49

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

NinePointTwo Capital's AEL Position: Q4 2022 in Review

NinePointTwo Capital sold out of American Equity Investment Life Holding Company (AEL) in Q4 2022, closing a stake of 11,138 shares — an estimated $415K sold.

NinePointTwo Capital first reported a position in AEL in Q4 2021 and held it in 4 quarters. The position peaked at $415K in Q3 2022. 275 funds tracked by Wall St. Rank hold AEL as of Q4 2022.

  • NinePointTwo Capital reported no remaining American Equity Investment Life Holding Company position as of Q4 2022 after selling out during the quarter.
  • NinePointTwo Capital sold 11,138 American Equity Investment Life Holding Company shares in Q4 2022, an estimated $415K.
  • NinePointTwo Capital first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 4 quarters.
  • NinePointTwo Capital's American Equity Investment Life Holding Company position peaked at $415K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2022.

Based on NinePointTwo Capital's 13F filing for Q4 2022, filed 14 Feb 2023.