ST
AEL

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

Sageworth Trust’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
2022
Q1 		– Sell
-115
Closed -$4K – 823
2021
Q4 		$4K Sell
115
-385
-77% -$13.4K ﹤0.01% 476
2021
Q3 		$15K Hold
500
– – ﹤0.01% 450
2021
Q2 		$16K Buy
+500
New +$15.8K ﹤0.01% 466

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sageworth Trust's AEL Position: Q1 2022 in Review

Sageworth Trust sold out of American Equity Investment Life Holding Company (AEL) in Q1 2022, closing a stake of 115 shares — an estimated $4K sold.

Sageworth Trust first reported a position in AEL in Q2 2021 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 237 funds tracked by Wall St. Rank hold AEL as of Q1 2022.

  • Sageworth Trust reported no remaining American Equity Investment Life Holding Company position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 115 American Equity Investment Life Holding Company shares in Q1 2022, an estimated $4K.
  • Sageworth Trust first reported a position in American Equity Investment Life Holding Company in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's American Equity Investment Life Holding Company position peaked at $16K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.