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

Rockefeller Capital 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
2023 Q1	–	Sell	-31	Closed	-$1K	–	4060
2022 Q4	$1K	Hold	31	–	–	﹤0.01%	3789
2022 Q3	$1K	Sell	31 -230	-88%	-$8.63K	﹤0.01%	3813
2022 Q2	$9K	Buy	261 +205	+366%	+$7.8K	﹤0.01%	3201
2022 Q1	$2K	Sell	56 -166	-75%	-$6.68K	﹤0.01%	3664
2021 Q4	$8K	Buy	+222	New	+$7.74K	﹤0.01%	3111
2020 Q4	–	Sell	-38	Closed	–	–	3043
2020 Q3	$0	Sell	38 -31	-45%	-$740	﹤0.01%	2853
2020 Q2	$2K	Buy	+69	New	+$1.44K	﹤0.01%	2385
2019 Q4	–	Sell	-239	Closed	-$6K	–	2246
2019 Q3	$6K	Buy	+239	New	+$5.78K	﹤0.01%	1593
2019 Q2	–	Sell	-76	Closed	-$2K	–	2044
2019 Q1	$2K	Buy	+76	New	+$2.3K	﹤0.01%	1818

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's AEL Position: Q1 2023 in Review

Rockefeller Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 31 shares — an estimated $1K sold.

Rockefeller Capital Management first reported a position in AEL in Q1 2019 and held it in 9 quarters. The position peaked at $9K in Q2 2022. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

Rockefeller Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
Rockefeller Capital Management sold 31 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $1K.
Rockefeller Capital Management first reported a position in American Equity Investment Life Holding Company in Q1 2019 and held it in 9 quarters.
Rockefeller Capital Management's American Equity Investment Life Holding Company position peaked at $9K in Q2 2022.
257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.