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

Shelton 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	-4,861	Closed	-$222K	–	770
2022 Q4	$222K	Buy	+4,861	New	+$196K	0.02%	594
2022 Q2	–	Sell	-5,232	Closed	-$209K	–	816
2022 Q1	$209K	Hold	5,232	–	–	0.01%	759
2021 Q4	$204K	Buy	+5,232	New	+$182K	0.01%	794
2020 Q1	–	Sell	-8,135	Closed	-$243K	–	851
2019 Q4	$243K	Sell	8,135 -664	-8%	-$18K	0.01%	654
2019 Q3	$213K	Hold	8,799	–	–	0.01%	726
2019 Q2	$239K	Buy	8,799 +8,561	+3,597%	+$245K	0.01%	677
2019 Q1	$8.8K	Buy	+238	New	+$7.21K	0.03%	436
2018 Q4	–	Sell	-9,040	Closed	-$320K	–	907
2018 Q3	$320K	Buy	9,040 +1,044	+13%	+$37.7K	0.02%	553
2018 Q2	$288K	Hold	7,996	–	–	0.02%	592
2018 Q1	$235K	Hold	7,996	–	–	0.02%	688
2017 Q4	$246K	Hold	7,996	–	–	0.02%	696
2017 Q3	$233K	Sell	7,996 -774	-9%	-$21.4K	0.02%	716
2017 Q2	$230K	Buy	+8,770	New	+$214K	0.02%	745

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

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

Shelton Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q1 2023, closing a stake of 4,861 shares — an estimated $222K sold.

Shelton Capital Management first reported a position in AEL in Q2 2017 and held it in 13 quarters. The position peaked at $320K in Q3 2018. 257 funds tracked by Wall St. Rank hold AEL as of Q1 2023.

Shelton Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q1 2023 after selling out during the quarter.
Shelton Capital Management sold 4,861 American Equity Investment Life Holding Company shares in Q1 2023, an estimated $222K.
Shelton Capital Management first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 13 quarters.
Shelton Capital Management's American Equity Investment Life Holding Company position peaked at $320K in Q3 2018.
257 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2023.

Based on Shelton Capital Management's 13F filing for Q1 2023, filed 11 May 2023.