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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-576,975
Closed -$32.4M – 143
2024
Q1 		$32.4M Buy
576,975
+376,975
+188% +$20.9M 2.63% 7
2023
Q4 		$11.2M Sell
200,000
-467,000
-70% -$25.4M 0.89% 28
2023
Q3 		$35.8M Buy
667,000
+507,000
+317% +$27.1M 2.79% 4
2023
Q2 		$8.34M Buy
+160,000
New +$6.43M 0.71% 37

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

Carlson Capital's AEL Position: Q2 2024 in Review

Carlson Capital sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 576,975 shares — an estimated $32.4M sold.

Carlson Capital first reported a position in AEL in Q2 2023 and held it in 4 quarters. The position peaked at $35.8M in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Carlson Capital reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Carlson Capital sold 576,975 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $32.4M.
  • Carlson Capital first reported a position in American Equity Investment Life Holding Company in Q2 2023 and held it in 4 quarters.
  • Carlson Capital's American Equity Investment Life Holding Company position peaked at $35.8M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Carlson Capital's 13F filing for Q2 2024, filed 14 Aug 2024.