WG
AEL

Winton Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Winton Group’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
2024
Q1 		– Sell
-7,595
Closed -$424K – 915
2023
Q4 		$424K Sell
7,595
-1,177
-13% -$64K 0.03% 401
2023
Q3 		$471K Sell
8,772
-5,644
-39% -$302K 0.04% 267
2023
Q2 		$751K Sell
14,416
-27,178
-65% -$1.09M 0.06% 204
2023
Q1 		$1.52M Sell
41,594
-5,225
-11% -$222K 0.09% 294
2022
Q4 		$2.14M Buy
46,819
+453
+1% +$18.2K 0.14% 188
2022
Q3 		$1.73M Sell
46,366
-5,306
-10% -$199K 0.11% 239
2022
Q2 		$1.89M Buy
51,672
+9,409
+22% +$358K 0.1% 283
2022
Q1 		$1.69M Sell
42,263
-7,897
-16% -$318K 0.09% 297
2021
Q4 		$1.95M Sell
50,160
-7,348
-13% -$256K 0.12% 232
2021
Q3 		$1.7M Buy
57,508
+4,975
+9% +$155K 0.1% 255
2021
Q2 		$1.7M Buy
52,533
+8,321
+19% +$263K 0.09% 251
2021
Q1 		$1.39M Buy
44,212
+21,571
+95% +$642K 0.08% 285
2020
Q4 		$626K Buy
22,641
+12,159
+116% +$335K 0.05% 674
2020
Q3 		$230K Buy
+10,482
New +$250K 0.01% 1324
2020
Q2 		– Sell
-113,623
Closed -$2.14M – 1624
2020
Q1 		$2.14M Buy
113,623
+10,848
+11% +$277K 0.06% 554
2019
Q4 		$3.08M Buy
+102,775
New +$2.79M 0.04% 639
2019
Q1 		– Sell
-8,140
Closed -$227K – 1211
2018
Q4 		$227K Sell
8,140
-53
-0.6% -$1.7K ﹤0.01% 759
2018
Q3 		$290K Buy
+8,193
New +$296K 0.01% 830

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Winton Group's AEL Position: Q1 2024 in Review

Winton Group sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 7,595 shares — an estimated $424K sold.

Winton Group first reported a position in AEL in Q3 2018 and held it in 18 quarters. The position peaked at $3.08M in Q4 2019. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Winton Group reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 7,595 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $424K.
  • Winton Group first reported a position in American Equity Investment Life Holding Company in Q3 2018 and held it in 18 quarters.
  • Winton Group's American Equity Investment Life Holding Company position peaked at $3.08M in Q4 2019.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.