BC
AEL

Burney Company’s American Equity Investment Life Holding Company AEL Stock Holding History

Burney Company’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
-5,905
Closed -$332K – 621
2024
Q1 		$332K Sell
5,905
-2,700
-31% -$150K 0.01% 510
2023
Q4 		$480K Sell
8,605
-1,220
-12% -$66.3K 0.02% 422
2023
Q3 		$527K Sell
9,825
-620
-6% -$33.2K 0.02% 393
2023
Q2 		$544K Sell
10,445
-400
-4% -$16.1K 0.03% 393
2023
Q1 		$396K Hold
10,845
– – 0.02% 441
2022
Q4 		$495K Sell
10,845
-15
-0.1% -$604 0.03% 400
2022
Q3 		$405K Hold
10,860
– – 0.02% 438
2022
Q2 		$397K Sell
10,860
-600
-5% -$22.8K 0.02% 435
2022
Q1 		$457K Sell
11,460
-3,550
-24% -$143K 0.02% 429
2021
Q4 		$584K Sell
15,010
-4,385
-23% -$153K 0.03% 408
2021
Q3 		$574K Buy
19,395
+214
+1% +$6.68K 0.03% 397
2021
Q2 		$620K Sell
19,181
-641
-3% -$20.2K 0.03% 397
2021
Q1 		$625K Buy
19,822
+2,070
+12% +$61.6K 0.03% 379
2020
Q4 		$491K Buy
17,752
+4,111
+30% +$113K 0.03% 378
2020
Q3 		$300K Sell
13,641
-2,441
-15% -$58.3K 0.02% 415
2020
Q2 		$397K Sell
16,082
-1,373
-8% -$28.6K 0.03% 364
2020
Q1 		$328K Sell
17,455
-4,339
-20% -$111K 0.03% 347
2019
Q4 		$652K Sell
21,794
-23,904
-52% -$648K 0.04% 311
2019
Q3 		$1.11M Sell
45,698
-336,560
-88% -$8.14M 0.07% 246
2019
Q2 		$10.4M Buy
382,258
+48,948
+15% +$1.4M 0.63% 40
2019
Q1 		$9.01M Buy
333,310
+132,625
+66% +$4.02M 0.56% 46
2018
Q4 		$5.61M Buy
+200,685
New +$6.45M 0.39% 82
2016
Q2 		– Sell
-10,253
Closed -$172K – 394
2016
Q1 		$172K Sell
10,253
-5,175
-34% -$83.9K 0.01% 379
2015
Q4 		$377K Hold
15,428
– – 0.03% 280
2015
Q3 		$360K Sell
15,428
-729
-5% -$18.8K 0.03% 281
2015
Q2 		$436K Sell
16,157
-725
-4% -$19.8K 0.03% 289
2015
Q1 		$492K Buy
16,882
+1,076
+7% +$30.2K 0.03% 285
2014
Q4 		$461K Buy
15,806
+185
+1% +$4.81K 0.04% 284
2014
Q3 		$357K Buy
15,621
+1,750
+13% +$41.2K 0.03% 307
2014
Q2 		$341K Buy
13,871
+2,937
+27% +$68K 0.03% 329
2014
Q1 		$258K Buy
10,934
+2,933
+37% +$67.6K 0.02% 360
2013
Q4 		$211K Buy
+8,001
New +$182K 0.02% 400

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

Burney Company's AEL Position: Q2 2024 in Review

Burney Company sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 5,905 shares — an estimated $332K sold.

Burney Company first reported a position in AEL in Q4 2013 and held it in 32 quarters. The position peaked at $10.4M in Q2 2019. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Burney Company reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Burney Company sold 5,905 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $332K.
  • Burney Company first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 32 quarters.
  • Burney Company's American Equity Investment Life Holding Company position peaked at $10.4M in Q2 2019.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Burney Company's 13F filing for Q2 2024, filed 29 Jul 2024.