AB
AEL

Amalgamated Bank’s American Equity Investment Life Holding Company AEL Stock Holding History

Amalgamated Bank’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
-20,157
Closed -$1.13M – 3176
2024
Q1 		$1.13M Sell
20,157
-4,700
-19% -$261K 0.01% 1012
2023
Q4 		$1.39M Sell
24,857
-838
-3% -$45.5K 0.01% 1037
2023
Q3 		$1.38M Sell
25,695
-766
-3% -$41K 0.01% 1002
2023
Q2 		$1.38M Sell
26,461
-3,030
-10% -$122K 0.01% 1012
2023
Q1 		$1.08M Sell
29,491
-2,682
-8% -$114K 0.01% 1094
2022
Q4 		$1.47M Sell
32,173
-755
-2% -$30.4K 0.01% 1010
2022
Q3 		$1.23M Sell
32,928
-1,879
-5% -$70.5K 0.01% 1024
2022
Q2 		$1.27M Sell
34,807
-2,373
-6% -$90.3K 0.01% 1056
2022
Q1 		$1.48M Sell
37,180
-1,778
-5% -$71.6K 0.01% 1045
2021
Q4 		$1.52M Sell
38,958
-645
-2% -$22.5K 0.01% 1062
2021
Q3 		$1.17M Sell
39,603
-2,343
-6% -$73.1K 0.01% 1171
2021
Q2 		$1.36M Buy
41,946
+33,830
+417% +$1.07M 0.01% 1135
2021
Q1 		$256K Sell
8,116
-533
-6% -$15.9K 0.01% 1347
2020
Q4 		$239K Buy
+8,649
New +$239K 0.01% 1354
2020
Q3 		– Sell
-8,643
Closed -$214K – 1523
2020
Q2 		$214K Sell
8,643
-6,061
-41% -$126K 0.01% 1264
2020
Q1 		$276K Sell
14,704
-397
-3% -$10.1K 0.01% 1189
2019
Q4 		$452K Buy
15,101
+1,236
+9% +$33.5K 0.01% 1175
2019
Q3 		$336K Sell
13,865
-309
-2% -$7.47K 0.01% 1250
2019
Q2 		$385K Buy
14,174
+919
+7% +$26.3K 0.01% 1211
2019
Q1 		$358K Buy
13,255
+444
+3% +$13.5K 0.01% 1164
2018
Q4 		$358K Sell
12,811
-174
-1% -$5.59K 0.01% 1089
2018
Q3 		$459K Sell
12,985
-155
-1% -$5.6K 0.01% 974
2018
Q2 		$473K Buy
13,140
+800
+6% +$25.8K 0.01% 1057
2018
Q1 		$362K Sell
12,340
-181
-1% -$5.79K 0.01% 1121
2017
Q4 		$385K Buy
12,521
+832
+7% +$25.2K 0.01% 1130
2017
Q3 		$340K Sell
11,689
-143
-1% -$3.95K 0.01% 1130
2017
Q2 		$311K Buy
11,832
+211
+2% +$5.14K 0.01% 1178
2017
Q1 		$275K Buy
11,621
+10
+0.1% +$248 0.01% 1187
2016
Q4 		$262K Buy
11,611
+1,513
+15% +$30.2K 0.01% 1218
2016
Q3 		$179K Buy
+10,098
New +$167K 0.01% 1290
2015
Q3 		– Sell
-7,952
Closed -$215K – 1355
2015
Q2 		$215K Buy
+7,952
New +$218K 0.02% 1207

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

Amalgamated Bank's AEL Position: Q2 2024 in Review

Amalgamated Bank sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 20,157 shares — an estimated $1.13M sold.

Amalgamated Bank first reported a position in AEL in Q2 2015 and held it in 31 quarters. The position peaked at $1.52M in Q4 2021. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Amalgamated Bank reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Amalgamated Bank sold 20,157 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.13M.
  • Amalgamated Bank first reported a position in American Equity Investment Life Holding Company in Q2 2015 and held it in 31 quarters.
  • Amalgamated Bank's American Equity Investment Life Holding Company position peaked at $1.52M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Amalgamated Bank's 13F filing for Q2 2024, filed 12 Aug 2024.