WCMNY
AEL
Westchester Capital Management (New York)’s American Equity Investment Life Holding Company AEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-686,430
| Closed | -$38.6M | – | 255 |
|
|
2024
Q1 | $38.6M | Buy |
686,430
+247,224
| +56% | +$13.9M | 1.42% | 16 |
|
|
2023
Q4 | $24.5M | Hold |
439,206
| – | – | 0.86% | 21 |
|
|
2023
Q3 | $23.6M | Buy |
+439,206
| New | +$23.6M | 0.69% | 22 |
|
|
2021
Q2 | – | Sell |
-17,500
| Closed | -$552K | – | 344 |
|
|
2021
Q1 | $552K | Sell |
17,500
-12,500
| -42% | -$394K | 0.02% | 233 |
|
|
2020
Q4 | $830K | Buy |
+30,000
| New | +$830K | 0.03% | 143 |
|