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

Voloridge Investment 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
2023 Q4	–	Sell	-22,785	Closed	-$1.22M	–	1548
2023 Q3	$1.22M	Buy	+22,785	New	+$1.22M	0.01%	1055
2022 Q4	–	Sell	-21,667	Closed	-$808K	–	1680
2022 Q3	$808K	Sell	21,667 -21,818	-50%	-$819K	﹤0.01%	1193
2022 Q2	$1.59M	Buy	+43,485	New	+$1.66M	0.01%	1075
2022 Q1	–	Sell	-68,488	Closed	-$2.67M	–	1777
2021 Q4	$2.67M	Buy	68,488 +43,046	+169%	+$1.5M	0.01%	955
2021 Q3	$752K	Buy	+25,442	New	+$794K	﹤0.01%	1358
2021 Q2	–	Sell	-25,184	Closed	-$794K	–	1836
2021 Q1	$794K	Buy	+25,184	New	+$750K	0.01%	1093
2020 Q3	–	Sell	-54,340	Closed	-$1.34M	–	1556
2020 Q2	$1.34M	Buy	+54,340	New	+$1.13M	0.02%	751

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

SFM

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

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

Voloridge Investment Management's AEL Position: Q4 2023 in Review

Voloridge Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 22,785 shares — an estimated $1.22M sold.

Voloridge Investment Management first reported a position in AEL in Q2 2020 and held it in 7 quarters. The position peaked at $2.67M in Q4 2021. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

Voloridge Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
Voloridge Investment Management sold 22,785 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $1.22M.
Voloridge Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2020 and held it in 7 quarters.
Voloridge Investment Management's American Equity Investment Life Holding Company position peaked at $2.67M in Q4 2021.
250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Voloridge Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.