Sageworth Trust Company of South Dakota’s American Equity Investment Life Holding Company AEL Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-98	Closed	-$3.58K	–	227
2023 Q1	$3.58K	Hold	98	–	–	0.01%	164
2022 Q4	$4K	Hold	98	–	–	0.01%	176
2022 Q3	$4K	Sell	98 -68	-41%	-$2.55K	0.01%	164
2022 Q2	$6K	Sell	166 -98	-37%	-$3.73K	0.01%	222
2022 Q1	$11K	Sell	264 -115	-30%	-$4.63K	0.02%	189
2021 Q4	$15K	Buy	+379	New	+$13.2K	0.02%	290

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust Company of South Dakota's AEL Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 98 shares — an estimated $3.58K sold.

Sageworth Trust Company of South Dakota first reported a position in AEL in Q4 2021 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 98 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $3.58K.
Sageworth Trust Company of South Dakota first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's American Equity Investment Life Holding Company position peaked at $15K in Q4 2021.
258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.