AIP
AEL

Ameritas Investment Partners’s American Equity Investment Life Holding Company AEL Stock Holding History

Ameritas Investment Partners’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
-7,944
Closed -$447K – 3295
2024
Q1 		$447K Sell
7,944
-200
-2% -$11.1K 0.02% 864
2023
Q4 		$454K Buy
8,144
+413
+5% +$22.4K 0.02% 834
2023
Q3 		$415K Buy
7,731
+1,306
+20% +$69.9K 0.02% 832
2023
Q2 		$335K Buy
6,425
+830
+15% +$33.4K 0.01% 895
2023
Q1 		$204K Hold
5,595
– – 0.01% 1086
2022
Q4 		$258K Hold
5,595
– – 0.01% 996
2022
Q3 		$208K Sell
5,595
-250
-4% -$9.38K 0.01% 1036
2022
Q2 		$213K Sell
5,845
-498
-8% -$19K 0.01% 1034
2022
Q1 		$253K Hold
6,343
– – 0.01% 1046
2021
Q4 		$247K Hold
6,343
– – 0.01% 1104
2021
Q3 		$188K Sell
6,343
-352
-5% -$11K 0.01% 1246
2021
Q2 		$216K Sell
6,695
-907
-12% -$28.6K 0.01% 1189
2021
Q1 		$240K Hold
7,602
– – 0.01% 1091
2020
Q4 		$210K Sell
7,602
-319
-4% -$8.8K 0.01% 1122
2020
Q3 		$174K Hold
7,921
– – 0.01% 1107
2020
Q2 		$196K Hold
7,921
– – 0.01% 1035
2020
Q1 		$149K Hold
7,921
– – 0.01% 1052
2019
Q4 		$237K Buy
7,921
+260
+3% +$7.05K 0.01% 991
2019
Q3 		$185K Hold
7,661
– – 0.01% 1100
2019
Q2 		$208K Hold
7,661
– – 0.01% 1038
2019
Q1 		$207K Hold
7,661
– – 0.01% 1027
2018
Q4 		$214K Hold
7,661
– – 0.01% 932
2018
Q3 		$271K Hold
7,661
– – 0.01% 928
2018
Q2 		$276K Buy
7,661
+260
+4% +$8.39K 0.01% 906
2018
Q1 		$217K Hold
7,401
– – 0.01% 1034
2017
Q4 		$227K Hold
7,401
– – 0.01% 1027
2017
Q3 		$205K Hold
7,401
– – 0.01% 1055
2017
Q2 		$194K Hold
7,401
– – 0.01% 1081
2017
Q1 		$175K Buy
+7,401
New +$184K 0.01% 1132

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 $11.5B AUM 18.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameritas Investment Partners's AEL Position: Q2 2024 in Review

Ameritas Investment Partners sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 7,944 shares — an estimated $447K sold.

Ameritas Investment Partners first reported a position in AEL in Q1 2017 and held it in 29 quarters. The position peaked at $454K in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Ameritas Investment Partners reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 7,944 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $447K.
  • Ameritas Investment Partners first reported a position in American Equity Investment Life Holding Company in Q1 2017 and held it in 29 quarters.
  • Ameritas Investment Partners's American Equity Investment Life Holding Company position peaked at $454K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Ameritas Investment Partners's 13F filing for Q2 2024, filed 13 Aug 2024.