Unison Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Unison Advisors’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 Q2	–	Sell	-14,848	Closed	-$542K	–	205
2023 Q1	$542K	Buy	14,848 +142	+1%	+$6.04K	0.06%	120
2022 Q4	$671K	Hold	14,706	–	–	0.09%	102
2022 Q3	$549K	Buy	14,706 +3,498	+31%	+$131K	0.1%	103
2022 Q2	$410K	Hold	11,208	–	–	0.11%	111
2022 Q1	$448K	Buy	11,208 +96	+0.9%	+$3.87K	0.11%	112
2021 Q4	$432K	Hold	11,112	–	–	0.1%	125
2021 Q3	$329K	Hold	11,112	–	–	0.08%	146
2021 Q2	$359K	Hold	11,112	–	–	0.07%	144
2021 Q1	$350K	Buy	11,112 +117	+1%	+$3.48K	0.07%	148
2020 Q4	$304K	Hold	10,995	–	–	0.07%	140
2020 Q3	$241K	Hold	10,995	–	–	0.07%	119
2020 Q2	$272K	Hold	10,995	–	–	0.09%	103
2020 Q1	$206K	Buy	10,995 +109	+1%	+$2.78K	0.22%	103
2019 Q4	$326K	Hold	10,886	–	–	0.24%	93
2019 Q3	$264K	Buy	+10,886	New	+$263K	0.2%	107

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

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

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

RRAM

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

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

Unison Advisors's AEL Position: Q2 2023 in Review

Unison Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2023, closing a stake of 14,848 shares — an estimated $542K sold.

Unison Advisors first reported a position in AEL in Q3 2019 and held it in 15 quarters. The position peaked at $671K in Q4 2022. 258 funds tracked by Wall St. Rank hold AEL as of Q2 2023.

Unison Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2023 after selling out during the quarter.
Unison Advisors sold 14,848 American Equity Investment Life Holding Company shares in Q2 2023, an estimated $542K.
Unison Advisors first reported a position in American Equity Investment Life Holding Company in Q3 2019 and held it in 15 quarters.
Unison Advisors's American Equity Investment Life Holding Company position peaked at $671K in Q4 2022.
258 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2023.

Based on Unison Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.