Schroder Investment Management Group
AEL

Schroder Investment Management Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Schroder Investment Management Group’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
-371,031
Closed -$11.8M – 1517
2020
Q3 		$11.8M Sell
371,031
-13,703
-4% -$327K 0.02% 550
2020
Q2 		$9.51M Sell
384,734
-37,529
-9% -$783K 0.02% 577
2020
Q1 		$7.59M Sell
422,263
-53,232
-11% -$1.36M 0.02% 594
2019
Q4 		$14.2M Buy
475,495
+49,040
+11% +$1.33M 0.02% 563
2019
Q3 		$10.5M Buy
426,455
+32,997
+8% +$798K 0.02% 608
2019
Q2 		$10.7M Buy
393,458
+177,300
+82% +$5.07M 0.02% 572
2019
Q1 		$5.84M Buy
216,158
+82,742
+62% +$2.51M 0.01% 674
2018
Q4 		$3.73K Buy
133,416
+97,857
+275% +$3.14M 0.01% 720
2018
Q3 		$1.26M Sell
35,559
-31,654
-47% -$1.14M ﹤0.01% 882
2018
Q2 		$2.4M Sell
67,213
-671,076
-91% -$21.7M ﹤0.01% 814
2018
Q1 		$21.7M Sell
738,289
-108,000
-13% -$3.46M 0.04% 440
2017
Q4 		$26M Buy
846,289
+435,341
+106% +$13.2M 0.04% 444
2017
Q3 		$12M Buy
410,948
+111,672
+37% +$3.08M 0.02% 589
2017
Q2 		$7.88M Sell
299,276
-93,500
-24% -$2.28M 0.01% 649
2017
Q1 		$9.29M Sell
392,776
-370,039
-49% -$9.19M 0.02% 622
2016
Q4 		$17.2M Sell
762,815
-753,045
-50% -$15M 0.03% 532
2016
Q3 		$26.9M Buy
1,515,860
+99,800
+7% +$1.65M 0.05% 409
2016
Q2 		$20.2M Sell
1,416,060
-14,300
-1% -$216K 0.04% 459
2016
Q1 		$23.9M Buy
1,430,360
+142,600
+11% +$2.31M 0.05% 414
2015
Q4 		$30.9M Buy
1,287,760
+105,900
+9% +$2.7M 0.06% 355
2015
Q3 		$27.5M Sell
1,181,860
-614,669
-34% -$15.8M 0.06% 378
2015
Q2 		$47.8M Sell
1,796,529
-99,750
-5% -$2.73M 0.09% 280
2015
Q1 		$54M Sell
1,896,279
-743,642
-28% -$20.9M 0.11% 250
2014
Q4 		$77.1M Buy
2,639,921
+356,951
+16% +$9.28M 0.15% 185
2014
Q3 		$52.2M Sell
2,282,970
-465,985
-17% -$11M 0.07% 263
2014
Q2 		$67.6M Buy
2,748,955
+31,400
+1% +$727K 0.08% 214
2014
Q1 		$64.2M Buy
2,717,555
+537,373
+25% +$12.4M 0.07% 221
2013
Q4 		$57.5M Buy
2,180,182
+722,000
+50% +$16.5M 0.07% 220
2013
Q3 		$30.9M Buy
1,458,182
+246,628
+20% +$4.71M 0.08% 321
2013
Q2 		$19M Buy
+1,211,554
New +$18.8M 0.05% 434

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

Schroder Investment Management Group's AEL Position: Q4 2020 in Review

Schroder Investment Management Group sold out of American Equity Investment Life Holding Company (AEL) in Q4 2020, closing a stake of 371,031 shares — an estimated $11.8M sold.

Schroder Investment Management Group first reported a position in AEL in Q2 2013 and held it in 30 quarters. The position peaked at $77.1M in Q4 2014. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

  • Schroder Investment Management Group reported no remaining American Equity Investment Life Holding Company position as of Q4 2020 after selling out during the quarter.
  • Schroder Investment Management Group sold 371,031 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $11.8M.
  • Schroder Investment Management Group first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 30 quarters.
  • Schroder Investment Management Group's American Equity Investment Life Holding Company position peaked at $77.1M in Q4 2014.
  • 242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on Schroder Investment Management Group's 13F filing for Q4 2020, filed 16 Feb 2021.