ZIM
AEL

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

Zacks 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
2022
Q2 		– Sell
-21,703
Closed -$866K – 670
2022
Q1 		$866K Sell
21,703
-47,882
-69% -$1.93M 0.01% 387
2021
Q4 		$2.71M Buy
+69,585
New +$2.43M 0.04% 265
2020
Q4 		– Sell
-55,825
Closed -$1.23M – 590
2020
Q3 		$1.23M Sell
55,825
-9,188
-14% -$219K 0.02% 290
2020
Q2 		$1.61M Sell
65,013
-1,238
-2% -$25.8K 0.04% 230
2020
Q1 		$1.25M Buy
66,251
+28,889
+77% +$737K 0.03% 264
2019
Q4 		$1.12M Buy
+37,362
New +$1.01M 0.02% 369
2019
Q3 		– Sell
-45,867
Closed -$1.25M – 598
2019
Q2 		$1.25M Sell
45,867
-5,019
-10% -$144K 0.03% 362
2019
Q1 		$1.38M Sell
50,886
-1,138
-2% -$34.5K 0.03% 332
2018
Q4 		$1.45M Buy
52,024
+824
+2% +$26.5K 0.04% 277
2018
Q3 		$1.81M Buy
51,200
+151
+0.3% +$5.45K 0.04% 296
2018
Q2 		$1.84M Sell
51,049
-2,633
-5% -$84.9K 0.04% 293
2018
Q1 		$1.58M Sell
53,682
-1,386
-3% -$44.4K 0.04% 318
2017
Q4 		$1.69M Buy
55,068
+6,390
+13% +$194K 0.04% 304
2017
Q3 		$1.42M Sell
48,678
-3,128
-6% -$86.3K 0.03% 303
2017
Q2 		$1.36M Buy
51,806
+11,781
+29% +$287K 0.03% 300
2017
Q1 		$946K Buy
+40,025
New +$994K 0.02% 377
2015
Q3 		– Sell
-8,566
Closed -$231K – 688
2015
Q2 		$231K Buy
+8,566
New +$234K 0.01% 568

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zacks Investment Management's AEL Position: Q2 2022 in Review

Zacks Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2022, closing a stake of 21,703 shares — an estimated $866K sold.

Zacks Investment Management first reported a position in AEL in Q2 2015 and held it in 17 quarters. The position peaked at $2.71M in Q4 2021. 239 funds tracked by Wall St. Rank hold AEL as of Q2 2022.

  • Zacks Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2022 after selling out during the quarter.
  • Zacks Investment Management sold 21,703 American Equity Investment Life Holding Company shares in Q2 2022, an estimated $866K.
  • Zacks Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2015 and held it in 17 quarters.
  • Zacks Investment Management's American Equity Investment Life Holding Company position peaked at $2.71M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.