OQS
AEL

Occudo Quantitative Strategies’s American Equity Investment Life Holding Company AEL Stock Holding History

Occudo Quantitative Strategies’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
Q1 		– Sell
-32,247
Closed -$1.47M – 1276
2022
Q4 		$1.47M Buy
32,247
+10,767
+50% +$434K 0.17% 185
2022
Q3 		$801K Buy
+21,480
New +$806K 0.06% 498

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Occudo Quantitative Strategies's AEL Position: Q1 2023 in Review

Occudo Quantitative Strategies sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 32,247 shares — an estimated $1.47M sold.

Occudo Quantitative Strategies first reported a position in AEL in Q3 2022 and held it in 2 quarters. The position peaked at $1.47M in Q4 2022. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

  • Occudo Quantitative Strategies reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 32,247 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $1.47M.
  • Occudo Quantitative Strategies first reported a position in American Equity Investment Life Holding Company in Q3 2022 and held it in 2 quarters.
  • Occudo Quantitative Strategies's American Equity Investment Life Holding Company position peaked at $1.47M in Q4 2022.
  • 257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2023, filed 15 May 2023.