CIM
AEL

Cambria Investment Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Cambria Investment Management’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
-15,017
Closed -$844K – 386
2024
Q1 		$844K Buy
15,017
+4,116
+38% +$229K 0.05% 145
2023
Q4 		$608K Buy
10,901
+1,141
+12% +$62K 0.04% 167
2023
Q3 		$524K Sell
9,760
-1,708
-15% -$91.4K 0.04% 166
2023
Q2 		$598K Sell
11,468
-2,684
-19% -$108K 0.05% 163
2023
Q1 		$516K Sell
14,152
-11,224
-44% -$477K 0.04% 209
2022
Q4 		$1.16M Buy
25,376
+9,760
+63% +$393K 0.1% 166
2022
Q3 		$582K Buy
15,616
+7,076
+83% +$265K 0.06% 184
2022
Q2 		$312K Buy
8,540
+3,172
+59% +$121K 0.04% 195
2022
Q1 		$214K Buy
+5,368
New +$216K 0.03% 254
2019
Q2 		– Sell
-9,359
Closed -$253K – 315
2019
Q1 		$253K Sell
9,359
-3,276
-26% -$99.3K 0.04% 201
2018
Q4 		$353K Sell
12,635
-3,276
-21% -$105K 0.06% 198
2018
Q3 		$563K Buy
15,911
+2,340
+17% +$84.5K 0.08% 204
2018
Q2 		$489K Buy
13,571
+1,404
+12% +$45.3K 0.07% 204
2018
Q1 		$357K Buy
+12,167
New +$390K 0.05% 208

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

Cambria Investment Management's AEL Position: Q2 2024 in Review

Cambria Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 15,017 shares — an estimated $844K sold.

Cambria Investment Management first reported a position in AEL in Q1 2018 and held it in 14 quarters. The position peaked at $1.16M in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Cambria Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Cambria Investment Management sold 15,017 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $844K.
  • Cambria Investment Management first reported a position in American Equity Investment Life Holding Company in Q1 2018 and held it in 14 quarters.
  • Cambria Investment Management's American Equity Investment Life Holding Company position peaked at $1.16M in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Cambria Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.