AG
AEL

Algert Global’s American Equity Investment Life Holding Company AEL Stock Holding History

Algert Global’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
Q2 		– Sell
-28,263
Closed -$1.59M – 1613
2024
Q1 		$1.59M Buy
28,263
+790
+3% +$43.9K 0.06% 485
2023
Q4 		$1.53M Hold
27,473
– – 0.06% 502
2023
Q3 		$1.47M Sell
27,473
-27,703
-50% -$1.48M 0.07% 465
2023
Q2 		$2.88M Sell
55,176
-18,202
-25% -$732K 0.13% 262
2023
Q1 		$2.68M Buy
73,378
+26,965
+58% +$1.15M 0.13% 247
2022
Q4 		$2.12M Buy
46,413
+10,950
+31% +$441K 0.12% 278
2022
Q3 		$1.32M Buy
35,463
+1,234
+4% +$46.3K 0.08% 427
2022
Q2 		$1.25M Sell
34,229
-47,297
-58% -$1.8M 0.09% 381
2022
Q1 		$3.25M Buy
81,526
+37,880
+87% +$1.53M 0.21% 100
2021
Q4 		$1.7M Sell
43,646
-12,635
-22% -$441K 0.21% 120
2021
Q3 		$1.66M Sell
56,281
-10,653
-16% -$332K 0.22% 89
2021
Q2 		$2.16M Sell
66,934
-31,670
-32% -$1,000K 0.73% 18
2021
Q1 		$3.11M Sell
98,604
-36,549
-27% -$1.09M 0.99% 4
2020
Q4 		$3.74M Buy
135,153
+67,069
+99% +$1.85M 1.07% 4
2020
Q3 		$1.5M Buy
68,084
+40,525
+147% +$968K 0.48% 64
2020
Q2 		$681K Buy
+27,559
New +$575K 0.23% 150
2018
Q2 		– Sell
-16,590
Closed -$487K – 395
2018
Q1 		$487K Buy
16,590
+7,960
+92% +$255K 0.09% 254
2017
Q4 		$265K Sell
8,630
-2,190
-20% -$66.4K 0.06% 272
2017
Q3 		$315K Buy
+10,820
New +$299K 0.07% 256
2015
Q3 		– Sell
-10,390
Closed -$280K – 358
2015
Q2 		$280K Buy
+10,390
New +$284K 0.15% 227

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Algert Global's AEL Position: Q2 2024 in Review

Algert Global sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 28,263 shares — an estimated $1.59M sold.

Algert Global first reported a position in AEL in Q2 2015 and held it in 20 quarters. The position peaked at $3.74M in Q4 2020. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Algert Global reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Algert Global sold 28,263 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.59M.
  • Algert Global first reported a position in American Equity Investment Life Holding Company in Q2 2015 and held it in 20 quarters.
  • Algert Global's American Equity Investment Life Holding Company position peaked at $3.74M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Algert Global's 13F filing for Q2 2024, filed 15 Aug 2024.