P2P
AEL

Phase 2 Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Phase 2 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
Q4 		– Sell
-202,803
Closed -$7.56M – 28
2022
Q3 		$7.56M Buy
+202,803
New +$7.61M 3.59% 15

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

Phase 2 Partners's AEL Position: Q4 2022 in Review

Phase 2 Partners sold out of American Equity Investment Life Holding Company (AEL) in Q4 2022, closing a stake of 202,803 shares — an estimated $7.56M sold.

Phase 2 Partners first reported a position in AEL in Q3 2022 and held it in 1 quarter. The position peaked at $7.56M in Q3 2022. 275 funds tracked by Wall St. Rank hold AEL as of Q4 2022.

  • Phase 2 Partners reported no remaining American Equity Investment Life Holding Company position as of Q4 2022 after selling out during the quarter.
  • Phase 2 Partners sold 202,803 American Equity Investment Life Holding Company shares in Q4 2022, an estimated $7.56M.
  • Phase 2 Partners first reported a position in American Equity Investment Life Holding Company in Q3 2022 and held it in 1 quarter.
  • Phase 2 Partners's American Equity Investment Life Holding Company position peaked at $7.56M in Q3 2022.
  • 275 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2022.

Based on Phase 2 Partners's 13F filing for Q4 2022, filed 14 Feb 2023.