AQR Arbitrage’s American Equity Investment Life Holding Company AEL Stock Holding History

AQR Arbitrage’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	-481,303	Closed	-$27.1M	–	648
2024 Q1	$27.1M	Buy	481,303 +66,297	+16%	+$3.68M	0.95%	27
2023 Q4	$23.2M	Buy	415,006 +148,342	+56%	+$8.06M	0.94%	29
2023 Q3	$14.3M	Buy	+266,664	New	+$14.3M	0.64%	44

Other funds holding AEL

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

AQR Arbitrage's AEL Position: Q2 2024 in Review

AQR Arbitrage sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 481,303 shares — an estimated $27.1M sold.

AQR Arbitrage first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $27.1M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

AQR Arbitrage reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
AQR Arbitrage sold 481,303 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $27.1M.
AQR Arbitrage first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
AQR Arbitrage's American Equity Investment Life Holding Company position peaked at $27.1M in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on AQR Arbitrage's 13F filing for Q2 2024, filed 14 Aug 2024.