Penn Mutual Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Penn Mutual Asset 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
2022 Q1	–	Sell	-7,105	Closed	-$277K	–	79
2021 Q4	$277K	Sell	7,105 -700	-9%	-$24.4K	0.3%	31
2021 Q3	$250K	Hold	7,805	–	–	0.4%	37
2021 Q2	$252K	Hold	7,805	–	–	0.32%	44
2021 Q1	$246K	Buy	7,805 +1,520	+24%	+$45.3K	0.28%	43
2020 Q4	$174K	Buy	+6,285	New	+$173K	0.15%	64

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Penn Mutual Asset Management's AEL Position: Q1 2022 in Review

Penn Mutual Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2022, closing a stake of 7,105 shares — an estimated $277K sold.

Penn Mutual Asset Management first reported a position in AEL in Q4 2020 and held it in 5 quarters. The position peaked at $277K in Q4 2021. 237 funds tracked by Wall St. Rank hold AEL as of Q1 2022.

Penn Mutual Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2022 after selling out during the quarter.
Penn Mutual Asset Management sold 7,105 American Equity Investment Life Holding Company shares in Q1 2022, an estimated $277K.
Penn Mutual Asset Management first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 5 quarters.
Penn Mutual Asset Management's American Equity Investment Life Holding Company position peaked at $277K in Q4 2021.
237 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2022.

Based on Penn Mutual Asset Management's 13F filing for Q1 2022, filed 12 May 2022.