SC
AEL

Schubert & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

Schubert & Co’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
-28
Closed -$1.02K – 1633
2023
Q1 		$1.02K Sell
28
-32
-53% -$1.36K ﹤0.01% 1186
2022
Q4 		$2.74K Buy
60
+2
+3% +$81 ﹤0.01% 712
2022
Q3 		$2K Sell
58
-1
-2% -$38 ﹤0.01% 958
2022
Q2 		$2K Buy
59
+35
+146% +$1.33K ﹤0.01% 936
2022
Q1 		$1K Buy
24
+4
+20% +$161 ﹤0.01% 1014
2021
Q4 		$1K Buy
+20
New +$697 ﹤0.01% 958

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Schubert & Co's AEL Position: Q2 2023 in Review

Schubert & Co sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 28 shares — an estimated $1.02K sold.

Schubert & Co first reported a position in AEL in Q4 2021 and held it in 6 quarters. The position peaked at $2.74K in Q4 2022. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

  • Schubert & Co reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 28 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $1.02K.
  • Schubert & Co first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's American Equity Investment Life Holding Company position peaked at $2.74K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.