Sit Investment Associates’s American Equity Investment Life Holding Company AEL Stock Holding History

Sit Investment Associates’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 Q3	–	Sell	-5,250	Closed	-$130K	–	538
2020 Q2	$130K	Hold	5,250	–	–	﹤0.01%	471
2020 Q1	$99K	Hold	5,250	–	–	﹤0.01%	483
2019 Q4	$157K	Hold	5,250	–	–	﹤0.01%	462
2019 Q3	$127K	Sell	5,250 -5,275	-50%	-$128K	﹤0.01%	478
2019 Q2	$286K	Hold	10,525	–	–	0.01%	426
2019 Q1	$284K	Hold	10,525	–	–	0.01%	434
2018 Q4	$294K	Buy	10,525 +1,300	+14%	+$41.8K	0.01%	425
2018 Q3	$326K	Sell	9,225 -4,925	-35%	-$178K	0.01%	410
2018 Q2	$509K	Hold	14,150	–	–	0.01%	414
2018 Q1	$415K	Buy	+14,150	New	+$453K	0.01%	431

Other funds holding AEL

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

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

Sit Investment Associates's AEL Position: Q3 2020 in Review

Sit Investment Associates sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 5,250 shares — an estimated $130K sold.

Sit Investment Associates first reported a position in AEL in Q1 2018 and held it in 10 quarters. The position peaked at $509K in Q2 2018. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

Sit Investment Associates reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
Sit Investment Associates sold 5,250 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $130K.
Sit Investment Associates first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 10 quarters.
Sit Investment Associates's American Equity Investment Life Holding Company position peaked at $509K in Q2 2018.
209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on Sit Investment Associates's 13F filing for Q3 2020, filed 12 Nov 2020.