CIBC Asset Management
AEL

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

CIBC Asset 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
-3,920
Closed -$220K – 1226
2024
Q1 		$220K Sell
3,920
-24
-0.6% -$1.33K ﹤0.01% 980
2023
Q4 		$220K Sell
3,944
-587
-13% -$31.9K ﹤0.01% 944
2023
Q3 		$243K Sell
4,531
-204
-4% -$10.9K ﹤0.01% 855
2023
Q2 		$247K Buy
+4,735
New +$190K ﹤0.01% 868
2023
Q1 		– Sell
-5,299
Closed -$242K – 1148
2022
Q4 		$242K Sell
5,299
-4,034
-43% -$162K ﹤0.01% 877
2022
Q3 		$348K Sell
9,333
-628
-6% -$23.6K ﹤0.01% 839
2022
Q2 		$364K Sell
9,961
-278
-3% -$10.6K ﹤0.01% 816
2022
Q1 		$409K Hold
10,239
– – ﹤0.01% 899
2021
Q4 		$399K Buy
10,239
+101
+1% +$3.52K ﹤0.01% 924
2021
Q3 		$300K Buy
10,138
+8
+0.1% +$250 ﹤0.01% 1021
2021
Q2 		$327K Hold
10,130
– – ﹤0.01% 950
2021
Q1 		$319K Sell
10,130
-2,034
-17% -$60.6K ﹤0.01% 937
2020
Q4 		$336K Sell
12,164
-513
-4% -$14.1K ﹤0.01% 851
2020
Q3 		$279K Buy
12,677
+93
+0.7% +$2.22K ﹤0.01% 861
2020
Q2 		$311K Hold
12,584
– – ﹤0.01% 788
2020
Q1 		$237K Hold
12,584
– – ﹤0.01% 811
2019
Q4 		$377K Buy
+12,584
New +$341K ﹤0.01% 796
2019
Q3 		– Sell
-7,833
Closed -$213K – 1159
2019
Q2 		$213K Hold
7,833
– – ﹤0.01% 1023
2019
Q1 		$212K Hold
7,833
– – ﹤0.01% 1004
2018
Q4 		$219K Sell
7,833
-3,476
-31% -$112K ﹤0.01% 901
2018
Q3 		$400K Hold
11,309
– – ﹤0.01% 766
2018
Q2 		$407K Buy
11,309
+186
+2% +$6K ﹤0.01% 764
2018
Q1 		$327K Hold
11,123
– – ﹤0.01% 796
2017
Q4 		$342K Hold
11,123
– – ﹤0.01% 782
2017
Q3 		$323K Buy
11,123
+129
+1% +$3.56K ﹤0.01% 785
2017
Q2 		$289K Hold
10,994
– – ﹤0.01% 796
2017
Q1 		$260K Hold
10,994
– – ﹤0.01% 820
2016
Q4 		$248K Buy
10,994
+903
+9% +$18K ﹤0.01% 837
2016
Q3 		$179K Hold
10,091
– – ﹤0.01% 909
2016
Q2 		$144K Hold
10,091
– – ﹤0.01% 907
2016
Q1 		$170K Buy
10,091
+640
+7% +$10.4K ﹤0.01% 881
2015
Q4 		$227K Buy
+9,451
New +$241K ﹤0.01% 820

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 $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CIBC Asset Management's AEL Position: Q2 2024 in Review

CIBC Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 3,920 shares — an estimated $220K sold.

CIBC Asset Management first reported a position in AEL in Q4 2015 and held it in 32 quarters. The position peaked at $409K in Q1 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • CIBC Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • CIBC Asset Management sold 3,920 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $220K.
  • CIBC Asset Management first reported a position in American Equity Investment Life Holding Company in Q4 2015 and held it in 32 quarters.
  • CIBC Asset Management's American Equity Investment Life Holding Company position peaked at $409K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on CIBC Asset Management's 13F filing for Q2 2024, filed 1 Aug 2024.