Pzena Investment Management
AEL

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

Pzena Investment 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
2024
Q1 		– Sell
-503,490
Closed -$28.1M – 171
2023
Q4 		$28.1M Sell
503,490
-304,905
-38% -$16.6M 0.11% 109
2023
Q3 		$43.4M Sell
808,395
-357,374
-31% -$19.1M 0.19% 92
2023
Q2 		$60.7M Sell
1,165,769
-51,273
-4% -$2.06M 0.26% 73
2023
Q1 		$44.4M Buy
1,217,042
+219,973
+22% +$9.35M 0.19% 90
2022
Q4 		$45.5M Buy
997,069
+25,473
+3% +$1.03M 0.2% 86
2022
Q3 		$36.2M Sell
971,596
-771,513
-44% -$28.9M 0.18% 88
2022
Q2 		$63.7M Sell
1,743,109
-78,264
-4% -$2.98M 0.29% 67
2022
Q1 		$72.7M Sell
1,821,373
-244,451
-12% -$9.84M 0.27% 69
2021
Q4 		$80.4M Sell
2,065,824
-5,135
-0.2% -$179K 0.3% 62
2021
Q3 		$61.2M Sell
2,070,959
-571
-0% -$17.8K 0.24% 75
2021
Q2 		$67M Sell
2,071,530
-186,974
-8% -$5.9M 0.26% 71
2021
Q1 		$71.2M Buy
2,258,504
+777,238
+52% +$23.1M 0.29% 71
2020
Q4 		$41M Buy
1,481,266
+321,617
+28% +$8.87M 0.19% 86
2020
Q3 		$25.5M Sell
1,159,649
-460,380
-28% -$11M 0.16% 94
2020
Q2 		$40M Sell
1,620,029
-39,439
-2% -$822K 0.26% 69
2020
Q1 		$31.2M Buy
1,659,468
+53,116
+3% +$1.36M 0.24% 74
2019
Q4 		$48.1M Buy
1,606,352
+192,317
+14% +$5.22M 0.22% 79
2019
Q3 		$34.2M Buy
1,414,035
+249,512
+21% +$6.03M 0.19% 84
2019
Q2 		$31.6M Sell
1,164,523
-15,722
-1% -$450K 0.17% 94
2019
Q1 		$31.9M Sell
1,180,245
-41,354
-3% -$1.25M 0.17% 95
2018
Q4 		$34.1M Buy
1,221,599
+1,005
+0.1% +$32.3K 0.2% 86
2018
Q3 		$43.2M Sell
1,220,594
-220,326
-15% -$7.96M 0.21% 89
2018
Q2 		$51.9M Sell
1,440,920
-200,562
-12% -$6.47M 0.26% 80
2018
Q1 		$48.2M Sell
1,641,482
-105,078
-6% -$3.36M 0.25% 81
2017
Q4 		$53.7M Sell
1,746,560
-102,045
-6% -$3.09M 0.26% 84
2017
Q3 		$53.8M Sell
1,848,605
-588,554
-24% -$16.2M 0.28% 82
2017
Q2 		$64M Buy
2,437,159
+9,196
+0.4% +$224K 0.35% 70
2017
Q1 		$57.4M Sell
2,427,963
-27,603
-1% -$685K 0.32% 72
2016
Q4 		$55.3M Sell
2,455,566
-82,501
-3% -$1.65M 0.32% 77
2016
Q3 		$45M Sell
2,538,067
-137,630
-5% -$2.27M 0.28% 78
2016
Q2 		$38.1M Buy
2,675,697
+2,085,556
+353% +$31.5M 0.24% 81
2016
Q1 		$9.91M Buy
+590,141
New +$9.57M 0.06% 136
2015
Q2 		– Sell
-639,809
Closed -$18.6M – 156
2015
Q1 		$18.6M Sell
639,809
-248,676
-28% -$6.98M 0.1% 114
2014
Q4 		$25.9M Sell
888,485
-314,638
-26% -$8.18M 0.14% 102
2014
Q3 		$27.5M Sell
1,203,123
-8,450
-0.7% -$199K 0.15% 98
2014
Q2 		$29.8M Sell
1,211,573
-40,880
-3% -$946K 0.17% 92
2014
Q1 		$29.6M Sell
1,252,453
-77,674
-6% -$1.79M 0.17% 93
2013
Q4 		$35.1M Sell
1,330,127
-243,730
-15% -$5.55M 0.2% 80
2013
Q3 		$33.4M Sell
1,573,857
-386,390
-20% -$7.38M 0.22% 78
2013
Q2 		$30.8M Buy
+1,960,247
New +$30.4M 0.2% 81

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Pzena Investment Management's AEL Position: Q1 2024 in Review

Pzena Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 503,490 shares — an estimated $28.1M sold.

Pzena Investment Management first reported a position in AEL in Q2 2013 and held it in 40 quarters. The position peaked at $80.4M in Q4 2021. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Pzena Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Pzena Investment Management sold 503,490 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $28.1M.
  • Pzena Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 40 quarters.
  • Pzena Investment Management's American Equity Investment Life Holding Company position peaked at $80.4M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Pzena Investment Management's 13F filing for Q1 2024, filed 3 May 2024.