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

Palisade 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
2021 Q1	–	Sell	-12,000	Closed	-$332K	–	398
2020 Q4	$332K	Buy	+12,000	New	+$331K	0.01%	347
2019 Q1	–	Sell	-21,478	Closed	-$600K	–	461
2018 Q4	$600K	Sell	21,478 -3,509	-14%	-$113K	0.02%	371
2018 Q3	$884K	Sell	24,987 -500	-2%	-$18.1K	0.02%	371
2018 Q2	$918K	Hold	25,487	–	–	0.03%	351
2018 Q1	$748K	Hold	25,487	–	–	0.03%	359
2017 Q4	$783K	Hold	25,487	–	–	0.03%	347
2017 Q3	$741K	Hold	25,487	–	–	0.03%	344
2017 Q2	$670K	Hold	25,487	–	–	0.03%	360
2017 Q1	$602K	Sell	25,487 -1,754	-6%	-$43.6K	0.02%	357
2016 Q4	$614K	Buy	27,241 +1,754	+7%	+$35K	0.02%	369
2016 Q3	$452K	Hold	25,487	–	–	0.02%	495
2016 Q2	$363K	Hold	25,487	–	–	0.01%	491
2016 Q1	$428K	Hold	25,487	–	–	0.01%	478
2015 Q4	$612K	Hold	25,487	–	–	0.02%	457
2015 Q3	$594K	Hold	25,487	–	–	0.02%	452
2015 Q2	$688K	Sell	25,487 -12,281	-33%	-$336K	0.02%	450
2015 Q1	$1.1M	Hold	37,768	–	–	0.03%	387
2014 Q4	$1.1M	Sell	37,768 -3,509	-9%	-$91.3K	0.03%	366
2014 Q3	$944K	Sell	41,277 -1,709	-4%	-$40.3K	0.02%	379
2014 Q2	$1.06M	Hold	42,986	–	–	0.03%	361
2014 Q1	$1.01M	Hold	42,986	–	–	0.02%	354
2013 Q4	$1.13M	Buy	+42,986	New	+$980K	0.03%	332

Other funds holding AEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Palisade Capital Management's AEL Position: Q1 2021 in Review

Palisade Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2021, closing a stake of 12,000 shares — an estimated $332K sold.

Palisade Capital Management first reported a position in AEL in Q4 2013 and held it in 22 quarters. The position peaked at $1.13M in Q4 2013. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

Palisade Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2021 after selling out during the quarter.
Palisade Capital Management sold 12,000 American Equity Investment Life Holding Company shares in Q1 2021, an estimated $332K.
Palisade Capital Management first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 22 quarters.
Palisade Capital Management's American Equity Investment Life Holding Company position peaked at $1.13M in Q4 2013.
230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Palisade Capital Management's 13F filing for Q1 2021, filed 12 May 2021.