SEC 13F Intelligence

Westchester Capital Management, LLC / AELUSD

Westchester Capital Management, LLC’s American Equity Invt Life Position

Does Westchester Capital Management, LLC own American Equity Invt Life (AELUSD)? Not currently — the last reported position was 686.4K shares worth $39M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$39M
Q1 2024
Shares
686.4K
% of Portfolio
+1.42%
Quarters Held
5
position exited

Position History AELUSD

Reported value by quarter
Q4 ’20: $830,000Q4 ’20Q1 ’21: $552,000Q1 ’21Q3 ’23: $24MQ3 ’23Q4 ’23: $25MQ4 ’23Q1 ’24: $39MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024686.4K$39M+1.42%
Q4 2023439.2K$25M+0.86%
Q3 2023439.2K$24M+0.69%
Q1 202117.5K$552,000+0.02%
Q4 202030.0K$830,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westchester Capital Management, LLC’s full portfolio or all institutional holders of AELUSD.