VI
AEL

Versor Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

Versor Investments’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
Q4 		– Sell
-11,400
Closed -$251K – 289
2020
Q3 		$251K Sell
11,400
-100
-0.9% -$2.39K 0.02% 237
2020
Q2 		$284K Buy
+11,500
New +$240K 0.03% 150

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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Versor Investments's AEL Position: Q4 2020 in Review

Versor Investments sold out of American Equity Investment Life Holding Company (AEL) in Q4 2020, closing a stake of 11,400 shares — an estimated $251K sold.

Versor Investments first reported a position in AEL in Q2 2020 and held it in 2 quarters. The position peaked at $284K in Q2 2020. 242 funds tracked by Wall St. Rank hold AEL as of Q4 2020.

  • Versor Investments reported no remaining American Equity Investment Life Holding Company position as of Q4 2020 after selling out during the quarter.
  • Versor Investments sold 11,400 American Equity Investment Life Holding Company shares in Q4 2020, an estimated $251K.
  • Versor Investments first reported a position in American Equity Investment Life Holding Company in Q2 2020 and held it in 2 quarters.
  • Versor Investments's American Equity Investment Life Holding Company position peaked at $284K in Q2 2020.
  • 242 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2020.

Based on Versor Investments's 13F filing for Q4 2020, filed 10 Feb 2021.