Ray Dalio
AEL

Ray Dalio’s American Equity Investment Life Holding Company AEL Stock Holding History

Ray Dalio’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
2023
Q3 		– Sell
-4,085
Closed -$213K – 822
2023
Q2 		$213K Buy
+4,085
New +$164K ﹤0.01% 688

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Ray Dalio's AEL Position: Q3 2023 in Review

Ray Dalio sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 4,085 shares — an estimated $213K sold.

Ray Dalio first reported a position in AEL in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Ray Dalio reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
  • Ray Dalio sold 4,085 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $213K.
  • Ray Dalio first reported a position in American Equity Investment Life Holding Company in Q2 2023 and held it in 1 quarter.
  • Ray Dalio's American Equity Investment Life Holding Company position peaked at $213K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Bridgewater Associates's 13F filing for Q3 2023, filed 13 Nov 2023.