AAM
AEL

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

Alpine Associates 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
2024
Q2 		– Sell
-2,151,120
Closed -$121M – 54
2024
Q1 		$121M Buy
2,151,120
+452,420
+27% +$25.1M 4.71% 6
2023
Q4 		$94.8M Buy
1,698,700
+747,700
+79% +$40.6M 4.86% 8
2023
Q3 		$51M Buy
+951,000
New +$50.9M 2.67% 12

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

Alpine Associates Management's AEL Position: Q2 2024 in Review

Alpine Associates Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 2,151,120 shares — an estimated $121M sold.

Alpine Associates Management first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $121M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Alpine Associates Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Alpine Associates Management sold 2,151,120 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $121M.
  • Alpine Associates Management first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
  • Alpine Associates Management's American Equity Investment Life Holding Company position peaked at $121M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Alpine Associates Management's 13F filing for Q2 2024, filed 9 Aug 2024.