Sullivan, Bruyette, Speros & Blaney’s American Equity Investment Life Holding Company AEL Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021 Q1	$126K	Hold	4,000	–	–	0.01%	377
2020 Q4	$111K	Buy	+4,000	New	+$110K	0.01%	377
2020 Q1	–	Sell	-4,420	Closed	-$132K	–	354
2019 Q4	$132K	Hold	4,420	–	–	0.01%	306
2019 Q3	$107K	Buy	+4,420	New	+$107K	0.01%	324

Other funds holding AEL

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's AEL Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its American Equity Investment Life Holding Company (AEL) position steady in Q1 2021 at 4,000 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #377.

Sullivan, Bruyette, Speros & Blaney first reported a position in AEL in Q3 2019 and has held it in 4 quarters since. The position peaked at $132K in Q4 2019. 230 funds tracked by Wall St. Rank hold AEL as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 4,000 shares of American Equity Investment Life Holding Company worth $126K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its American Equity Investment Life Holding Company share count unchanged in Q1 2021.
American Equity Investment Life Holding Company made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #377 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in American Equity Investment Life Holding Company in Q3 2019 and has held it in 4 quarters since.
Sullivan, Bruyette, Speros & Blaney's American Equity Investment Life Holding Company position peaked at $132K in Q4 2019.
230 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.