QI
AEL

QS Investors’s American Equity Investment Life Holding Company AEL Stock Holding History

QS Investors’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
2020
Q4 		– Sell
-26,435
Closed -$582K – 1268
2020
Q3 		$582K Sell
26,435
-98,441
-79% -$2.35M 0.01% 622
2020
Q2 		$3.09M Sell
124,876
-1,150
-0.9% -$24K 0.04% 337
2020
Q1 		$2.37M Buy
126,026
+400
+0.3% +$10.2K 0.04% 361
2019
Q4 		$3.76M Sell
125,626
-2,266
-2% -$61.5K 0.04% 364
2019
Q3 		$3.1M Hold
127,892
– – 0.03% 411
2019
Q2 		$3.47M Sell
127,892
-2,248
-2% -$64.3K 0.04% 389
2019
Q1 		$3.52M Sell
130,140
-926
-0.7% -$28.1K 0.04% 376
2018
Q4 		$3.66M Hold
131,066
– – 0.05% 311
2018
Q3 		$4.63M Hold
131,066
– – 0.04% 304
2018
Q2 		$4.72M Hold
131,066
– – 0.05% 307
2018
Q1 		$3.85M Sell
131,066
-8,392
-6% -$269K 0.04% 345
2017
Q4 		$4.29M Buy
139,458
+222
+0.2% +$6.73K 0.04% 342
2017
Q3 		$4.05M Buy
139,236
+38,302
+38% +$1.06M 0.03% 375
2017
Q2 		$2.65M Hold
100,934
– – 0.02% 504
2017
Q1 		$2.38M Sell
100,934
-2,450
-2% -$60.8K 0.02% 545
2016
Q4 		$2.33M Sell
103,384
-56,111
-35% -$1.12M 0.02% 577
2016
Q3 		$2.83M Sell
159,495
-9,221
-5% -$152K 0.02% 557
2016
Q2 		$2.4M Sell
168,716
-82,660
-33% -$1.25M 0.02% 597
2016
Q1 		$4.22M Hold
251,376
– – 0.04% 448
2015
Q4 		$6.04M Buy
251,376
+66,893
+36% +$1.71M 0.06% 321
2015
Q3 		$4.3M Buy
184,483
+62,222
+51% +$1.6M 0.05% 409
2015
Q2 		$3.3M Hold
122,261
– – 0.04% 500
2015
Q1 		$3.56M Hold
122,261
– – 0.04% 466
2014
Q4 		$3.57M Buy
+122,261
New +$3.18M 0.04% 447

Other funds holding AEL

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QS Investors's AEL Position: Q4 2020 in Review

QS Investors sold out of American Equity Investment Life Holding Company (AEL) in Q4 2020, closing a stake of 26,435 shares — an estimated $582K sold.

QS Investors first reported a position in AEL in Q4 2014 and held it in 24 quarters. The position peaked at $6.04M in Q4 2015. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

  • QS Investors reported no remaining American Equity Investment Life Holding Company position as of Q4 2020 after selling out during the quarter.
  • QS Investors sold 26,435 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $582K.
  • QS Investors first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 24 quarters.
  • QS Investors's American Equity Investment Life Holding Company position peaked at $6.04M in Q4 2015.
  • 242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on QS Investors's 13F filing for Q4 2020, filed 10 Feb 2021.