ZCM
AEL

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

Ziegler Capital 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
Q3 		– Sell
-14,917
Closed -$777K – 416
2023
Q2 		$777K Sell
14,917
-3,532
-19% -$142K 0.03% 301
2023
Q1 		$673K Buy
18,449
+180
+1% +$7.65K 0.03% 328
2022
Q4 		$833K Sell
18,269
-6,513
-26% -$262K 0.04% 307
2022
Q3 		$924K Buy
24,782
+2,117
+9% +$79.4K 0.04% 304
2022
Q2 		$829K Buy
22,665
+669
+3% +$25.5K 0.03% 321
2022
Q1 		$878K Sell
21,996
-1,800
-8% -$72.5K 0.04% 311
2021
Q4 		$926K Sell
23,796
-7,803
-25% -$272K 0.03% 326
2021
Q3 		$934K Sell
31,599
-1,078
-3% -$33.6K 0.03% 336
2021
Q2 		$1.06M Buy
32,677
+888
+3% +$28K 0.04% 332
2021
Q1 		$1M Sell
31,789
-839
-3% -$25K 0.03% 335
2020
Q4 		$902K Sell
32,628
-4,280
-12% -$118K 0.03% 331
2020
Q3 		$812K Sell
36,908
-1,031
-3% -$24.6K 0.03% 327
2020
Q2 		$937K Sell
37,939
-4,919
-11% -$103K 0.03% 326
2020
Q1 		$806K Buy
+42,858
New +$1.09M 0.02% 393

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Ziegler Capital Management's AEL Position: Q3 2023 in Review

Ziegler Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q3 2023, closing a stake of 14,917 shares — an estimated $777K sold.

Ziegler Capital Management first reported a position in AEL in Q1 2020 and held it in 14 quarters. The position peaked at $1.06M in Q2 2021. 249 funds tracked by Wall St. Rank hold AEL as of Q3 2023.

  • Ziegler Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q3 2023 after selling out during the quarter.
  • Ziegler Capital Management sold 14,917 American Equity Investment Life Holding Company shares in Q3 2023, an estimated $777K.
  • Ziegler Capital Management first reported a position in American Equity Investment Life Holding Company in Q1 2020 and held it in 14 quarters.
  • Ziegler Capital Management's American Equity Investment Life Holding Company position peaked at $1.06M in Q2 2021.
  • 249 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q3 2023.

Based on Ziegler Capital Management's 13F filing for Q3 2023, filed 16 Oct 2023.