Steward Financial Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Steward Financial 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
2023 Q3	$4K	Buy	+89	New	+$4.76K	﹤0.01%	784
2023 Q2	–	Sell	-89	Closed	-$3K	–	1068
2023 Q1	$3K	Buy	89 +51	+134%	+$2.17K	﹤0.01%	453
2022 Q4	$1K	Buy	+38	New	+$1.53K	﹤0.01%	502
2022 Q3	–	Sell	-58	Closed	-$2K	–	1421
2022 Q2	$2K	Buy	+58	New	+$2.21K	﹤0.01%	628

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Steward Financial Group's AEL Position: Q3 2023 in Review

Steward Financial Group opened a new position in American Equity Investment Life Holding Company (AEL) in Q3 2023: 89 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AEL as recently as Q1 2023.

Steward Financial Group first reported a position in AEL in Q2 2022 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

Steward Financial Group held 89 shares of American Equity Investment Life Holding Company worth $4K as of Q3 2023.
American Equity Investment Life Holding Company was a new Steward Financial Group position in Q3 2023.
American Equity Investment Life Holding Company made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #784 holding.
Steward Financial Group first reported a position in American Equity Investment Life Holding Company in Q2 2022 and has held it in 4 quarters since.
249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.