Bessemer Group
AEL

Bessemer Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Bessemer Group’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
-138
Closed -$7K – 2169
2024
Q1 		$7K Buy
138
+79
+134% +$4.39K ﹤0.01% 1656
2023
Q4 		$3K Hold
59
– – ﹤0.01% 1997
2023
Q3 		$3K Hold
59
– – ﹤0.01% 1930
2023
Q2 		$3K Buy
+59
New +$2.37K ﹤0.01% 1998
2019
Q4 		– Sell
-49
Closed -$1K – 1785
2019
Q3 		$1K Buy
+49
New +$1.18K ﹤0.01% 1699
2019
Q2 		– Sell
-326
Closed -$9K – 1856
2019
Q1 		$9K Hold
326
– – ﹤0.01% 1520
2018
Q4 		$9K Buy
+326
New +$10.5K ﹤0.01% 1677
2017
Q2 		– Sell
-74
Closed -$2K – 1932
2017
Q1 		$2K Hold
74
– – ﹤0.01% 1688
2016
Q4 		$2K Sell
74
-599
-89% -$12K ﹤0.01% 1870
2016
Q3 		$12K Buy
+673
New +$11.1K ﹤0.01% 1500
2016
Q2 		– Sell
-149
Closed -$3K – 1479
2016
Q1 		$3K Buy
+149
New +$2.42K ﹤0.01% 1355
2014
Q4 		– Sell
-42,800
Closed -$979K – 1571
2014
Q3 		$979K Hold
42,800
– – 0.01% 464
2014
Q2 		$1.05M Hold
42,800
– – 0.01% 444
2014
Q1 		$1.01M Hold
42,800
– – 0.01% 420
2013
Q4 		$1.13M Hold
42,800
– – 0.01% 424
2013
Q3 		$908K Buy
+42,800
New +$817K 0.01% 429

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

Bessemer Group's AEL Position: Q2 2024 in Review

Bessemer Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 138 shares — an estimated $7K sold.

Bessemer Group first reported a position in AEL in Q3 2013 and held it in 16 quarters. The position peaked at $1.13M in Q4 2013. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Bessemer Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Bessemer Group sold 138 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $7K.
  • Bessemer Group first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 16 quarters.
  • Bessemer Group's American Equity Investment Life Holding Company position peaked at $1.13M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Bessemer Group's 13F filing for Q2 2024, filed 13 Aug 2024.