SFM
AEL

Systematic Financial Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-13,885
Closed -$343K – 470
2020
Q2 		$343K Sell
13,885
-2,860
-17% -$59.6K 0.02% 213
2020
Q1 		$315K Buy
+16,745
New +$427K 0.02% 299
2019
Q4 		– Sell
-22,725
Closed -$550K – 583
2019
Q3 		$550K Sell
22,725
-24,445
-52% -$591K 0.02% 328
2019
Q2 		$1.28M Buy
47,170
+17,465
+59% +$500K 0.05% 234
2019
Q1 		$803K Sell
29,705
-240
-0.8% -$7.27K 0.03% 539
2018
Q4 		$837K Sell
29,945
-8,980
-23% -$288K 0.03% 532
2018
Q3 		$1.38M Buy
38,925
+3,745
+11% +$135K 0.03% 414
2018
Q2 		$1.27M Buy
35,180
+3,090
+10% +$99.7K 0.03% 492
2018
Q1 		$942K Buy
32,090
+7,900
+33% +$253K 0.02% 555
2017
Q4 		$743K Buy
24,190
+12,860
+114% +$390K 0.01% 562
2017
Q3 		$329K Sell
11,330
-57,885
-84% -$1.6M 0.01% 605
2017
Q2 		$1.82M Buy
+69,215
New +$1.69M 0.03% 365
2016
Q2 		– Sell
-113,620
Closed -$1.91M – 654
2016
Q1 		$1.91M Buy
+113,620
New +$1.84M 0.02% 329
2014
Q2 		– Sell
-74,930
Closed -$1.77M – 742
2014
Q1 		$1.77M Sell
74,930
-1,985
-3% -$45.8K 0.01% 598
2013
Q4 		$2.03M Buy
+76,915
New +$1.75M 0.01% 414
2013
Q3 		– Sell
-90,036
Closed -$1.41M – 711
2013
Q2 		$1.41M Buy
+90,036
New +$1.4M 0.01% 511

Other funds holding AEL

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Systematic Financial Management's AEL Position: Q3 2020 in Review

Systematic Financial Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2020, closing a stake of 13,885 shares — an estimated $343K sold.

Systematic Financial Management first reported a position in AEL in Q2 2013 and held it in 16 quarters. The position peaked at $2.03M in Q4 2013. 209 funds tracked by Wall St. Rank hold AEL as of Q3 2020.

  • Systematic Financial Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 13,885 American Equity Investment Life Holding Company shares in Q3 2020, an estimated $343K.
  • Systematic Financial Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 16 quarters.
  • Systematic Financial Management's American Equity Investment Life Holding Company position peaked at $2.03M in Q4 2013.
  • 209 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.