CC
AEL

Carlson Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

Carlson Capital’s Portfolio AEL Stock Details AEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-576,975
Closed -$32.4M – 143
2024
Q1 		$32.4M Buy
576,975
+376,975
+188% +$21.2M 2.63% 7
2023
Q4 		$11.2M Sell
200,000
-467,000
-70% -$26.1M 0.89% 28
2023
Q3 		$35.8M Buy
667,000
+507,000
+317% +$27.2M 2.79% 4
2023
Q2 		$8.34M Buy
+160,000
New +$8.34M 0.71% 37