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

Canada Life’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	-66,870	Closed	-$3.76M	–	2155
2024 Q1	$3.76M	Buy	66,870 +1,742	+3%	+$96.8K	0.01%	952
2023 Q4	$3.63M	Sell	65,128 -2,756	-4%	-$150K	0.01%	937
2023 Q3	$3.64M	Buy	67,884 +9,244	+16%	+$495K	0.01%	883
2023 Q2	$3.06M	Sell	58,640 -9,799	-14%	-$394K	0.01%	967
2023 Q1	$2.5M	Sell	68,439 -4,680	-6%	-$199K	0.01%	1130
2022 Q4	$3.34M	Sell	73,119 -6,468	-8%	-$260K	0.01%	963
2022 Q3	$2.97M	Buy	79,587 +2,162	+3%	+$81.1K	0.01%	943
2022 Q2	$2.83M	Buy	77,425 +4,621	+6%	+$176K	0.01%	974
2022 Q1	$2.98M	Buy	72,804 +1,383	+2%	+$55.7K	0.01%	996
2021 Q4	$2.78M	Buy	71,421 +1,129	+2%	+$39.4K	0.01%	1016
2021 Q3	$2.09M	Sell	70,292 -3,117	-4%	-$97.2K	﹤0.01%	1153
2021 Q2	$2.37M	Sell	73,409 -15,158	-17%	-$479K	0.01%	1047
2021 Q1	$2.79M	Sell	88,567 -1,305	-1%	-$38.9K	0.01%	925
2020 Q4	$2.48M	Sell	89,872 -12,540	-12%	-$346K	﹤0.01%	1031
2020 Q3	$2.25M	Sell	102,412 -10,388	-9%	-$248K	﹤0.01%	1011
2020 Q2	$2.79M	Sell	112,800 -7,715	-6%	-$161K	0.01%	917
2020 Q1	$2.26M	Buy	120,515 +9,475	+9%	+$242K	0.01%	890
2019 Q4	$3.3M	Buy	+111,040	New	+$3.01M	0.01%	874
2019 Q3	–	Sell	-121,496	Closed	-$3.3M	–	2405
2019 Q2	$3.3M	Buy	+121,496	New	+$3.48M	0.01%	913
2019 Q1	–	Sell	-119,021	Closed	-$3.07M	–	2705
2018 Q4	$3.07M	Buy	119,021 +9,208	+8%	+$296K	0.01%	812
2018 Q3	$3.88M	Sell	109,813 -2,903	-3%	-$105K	0.01%	788
2018 Q2	$4.05M	Sell	112,716 -2,533	-2%	-$81.7K	0.01%	785
2018 Q1	$3.38M	Sell	115,249 -1,051	-0.9%	-$33.6K	0.01%	853
2017 Q4	$3.57M	Sell	116,300 -2,310	-2%	-$70.1K	0.01%	826
2017 Q3	$3.47M	Sell	118,610 -8,220	-6%	-$227K	0.01%	825
2017 Q2	$3.33M	Buy	126,830 +5,000	+4%	+$122K	0.01%	848
2017 Q1	$2.88M	Buy	121,830 +7,593	+7%	+$189K	0.01%	911
2016 Q4	$2.58M	Sell	114,237 -1,954	-2%	-$39K	0.01%	944
2016 Q3	$2.06M	Buy	116,191 +9,676	+9%	+$160K	0.01%	1031
2016 Q2	$1.52M	Buy	106,515 +99,146	+1,345%	+$1.5M	﹤0.01%	1192
2016 Q1	$124K	Hold	7,369	–	–	﹤0.01%	1640
2015 Q4	$177K	Hold	7,369	–	–	﹤0.01%	1357
2015 Q3	$172K	Hold	7,369	–	–	﹤0.01%	1344
2015 Q2	$198K	Hold	7,369	–	–	﹤0.01%	1383
2015 Q1	$214K	Hold	7,369	–	–	﹤0.01%	1313
2014 Q4	$215K	Hold	7,369	–	–	﹤0.01%	1270
2014 Q3	$169K	Buy	7,369 +4,499	+157%	+$106K	﹤0.01%	1307
2014 Q2	$70K	Hold	2,870	–	–	﹤0.01%	1774
2014 Q1	$67K	Hold	2,870	–	–	﹤0.01%	1622
2013 Q4	$76K	Buy	+2,870	New	+$65.4K	﹤0.01%	1540

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

Canada Life's AEL Position: Q2 2024 in Review

Canada Life sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 66,870 shares — an estimated $3.76M sold.

Canada Life first reported a position in AEL in Q4 2013 and held it in 40 quarters. The position peaked at $4.05M in Q2 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Canada Life reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Canada Life sold 66,870 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $3.76M.
Canada Life first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 40 quarters.
Canada Life's American Equity Investment Life Holding Company position peaked at $4.05M in Q2 2018.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Canada Life's 13F filing for Q2 2024, filed 12 Aug 2024.