OLA
AEL

Oliver Luxxe Assets’s American Equity Investment Life Holding Company AEL Stock Holding History

Oliver Luxxe Assets’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
-61,380
Closed -$2.29M – 185
2022
Q3 		$2.29M Buy
61,380
+1,505
+3% +$56.5K 0.72% 54
2022
Q2 		$2.19M Buy
59,875
+869
+1% +$33.1K 0.65% 61
2022
Q1 		$2.35M Buy
59,006
+4,265
+8% +$172K 0.6% 69
2021
Q4 		$2.13M Buy
+54,741
New +$1.91M 0.54% 71

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

Oliver Luxxe Assets's AEL Position: Q4 2022 in Review

Oliver Luxxe Assets sold out of American Equity Investment Life Holding Company (AEL) in Q4 2022, closing a stake of 61,380 shares — an estimated $2.29M sold.

Oliver Luxxe Assets first reported a position in AEL in Q4 2021 and held it in 4 quarters. The position peaked at $2.35M in Q1 2022. 275 funds tracked by Wall St. Rank hold AEL as of Q4 2022.

  • Oliver Luxxe Assets reported no remaining American Equity Investment Life Holding Company position as of Q4 2022 after selling out during the quarter.
  • Oliver Luxxe Assets sold 61,380 American Equity Investment Life Holding Company shares in Q4 2022, an estimated $2.29M.
  • Oliver Luxxe Assets first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 4 quarters.
  • Oliver Luxxe Assets's American Equity Investment Life Holding Company position peaked at $2.35M in Q1 2022.
  • 275 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2022.

Based on Oliver Luxxe Assets's 13F filing for Q4 2022, filed 30 Jan 2023.