PP
AEL

Paloma Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Paloma Partners’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
Q1 		– Sell
-10,135
Closed -$394K – 2347
2021
Q4 		$394K Buy
+10,135
New +$353K 0.01% 1246
2021
Q2 		– Sell
-11,208
Closed -$353K – 2372
2021
Q1 		$353K Sell
11,208
-29,176
-72% -$869K 0.01% 1376
2020
Q4 		$1.12M Buy
40,384
+16,353
+68% +$451K 0.03% 538
2020
Q3 		$528K Buy
+24,031
New +$574K 0.01% 1125
2020
Q1 		– Sell
-33,619
Closed -$1.01M – 2232
2019
Q4 		$1.01M Buy
33,619
+24,136
+255% +$655K 0.02% 946
2019
Q3 		$230K Buy
+9,483
New +$229K ﹤0.01% 1684
2019
Q1 		– Sell
-13,508
Closed -$378K – 2012
2018
Q4 		$378K Buy
+13,508
New +$434K 0.01% 776
2018
Q2 		– Sell
-15,319
Closed -$450K – 2321
2018
Q1 		$450K Buy
+15,319
New +$490K 0.01% 1434
2017
Q4 		– Sell
-17,689
Closed -$515K – 2387
2017
Q3 		$515K Buy
17,689
+1,573
+10% +$43.4K 0.01% 1516
2017
Q2 		$424K Buy
+16,116
New +$392K 0.01% 1640
2016
Q1 		– Sell
-14,621
Closed -$351K – 2123
2015
Q4 		$351K Sell
14,621
-15,267
-51% -$390K 0.01% 1241
2015
Q3 		$696K Buy
29,888
+19,790
+196% +$510K 0.02% 847
2015
Q2 		$273K Buy
+10,098
New +$276K 0.01% 1379

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Paloma Partners's AEL Position: Q1 2022 in Review

Paloma Partners sold out of American Equity Investment Life Holding Company (AEL) in Q1 2022, closing a stake of 10,135 shares — an estimated $394K sold.

Paloma Partners first reported a position in AEL in Q2 2015 and held it in 13 quarters. The position peaked at $1.12M in Q4 2020. 237 funds tracked by Wall St. Rank hold AEL as of Q1 2022.

  • Paloma Partners reported no remaining American Equity Investment Life Holding Company position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 10,135 American Equity Investment Life Holding Company shares in Q1 2022, an estimated $394K.
  • Paloma Partners first reported a position in American Equity Investment Life Holding Company in Q2 2015 and held it in 13 quarters.
  • Paloma Partners's American Equity Investment Life Holding Company position peaked at $1.12M in Q4 2020.
  • 237 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.