Citadel Advisors
AEL

Citadel Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Citadel Advisors’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
-25,591
Closed -$1.44M – 15821
2024
Q1 		$1.44M Buy
+25,591
New +$1.42M ﹤0.01% 6173
2023
Q4 		– Sell
-44,548
Closed -$2.42M – 15522
2023
Q3 		$2.39M Sell
44,548
-157,275
-78% -$8.42M ﹤0.01% 4892
2023
Q2 		$10.5M Buy
201,823
+81,348
+68% +$3.27M ﹤0.01% 2611
2023
Q1 		$4.4M Buy
120,475
+90,516
+302% +$3.85M ﹤0.01% 4023
2022
Q4 		$1.37M Sell
29,959
-131,471
-81% -$5.29M ﹤0.01% 6220
2022
Q3 		$6.02M Buy
161,430
+139,209
+626% +$5.22M ﹤0.01% 3560
2022
Q2 		$812K Sell
22,221
-6,033
-21% -$230K ﹤0.01% 7508
2022
Q1 		$1.13M Buy
+28,254
New +$1.14M ﹤0.01% 7428
2021
Q4 		– Sell
-303,865
Closed -$10.6M – 15034
2021
Q3 		$8.99M Sell
303,865
-44,695
-13% -$1.39M ﹤0.01% 3254
2021
Q2 		$11.3M Sell
348,560
-339,194
-49% -$10.7M ﹤0.01% 2898
2021
Q1 		$21.7M Buy
687,754
+357,119
+108% +$10.6M 0.01% 1857
2020
Q4 		$9.14M Buy
+330,635
New +$9.12M ﹤0.01% 2768
2020
Q2 		– Sell
-93,101
Closed -$1.94M – 10663
2020
Q1 		$1.75M Sell
93,101
-43,507
-32% -$1.11M ﹤0.01% 4361
2019
Q4 		$4.09M Sell
136,608
-35,849
-21% -$972K ﹤0.01% 3329
2019
Q3 		$4.17M Sell
172,457
-578,832
-77% -$14M ﹤0.01% 3357
2019
Q2 		$20.4M Buy
751,289
+255,366
+51% +$7.31M 0.01% 1408
2019
Q1 		$13.4M Sell
495,923
-1,047,010
-68% -$31.7M 0.01% 1726
2018
Q4 		$43.1M Sell
1,542,933
-33,617
-2% -$1.08M 0.02% 699
2018
Q3 		$55.7M Buy
1,576,550
+295,317
+23% +$10.7M 0.02% 694
2018
Q2 		$46.1M Buy
1,281,233
+1,175,306
+1,110% +$37.9M 0.02% 760
2018
Q1 		$3.11M Sell
105,927
-204,614
-66% -$6.55M ﹤0.01% 3097
2017
Q4 		$9.54M Buy
310,541
+299,590
+2,736% +$9.09M 0.01% 1784
2017
Q3 		$318K Sell
10,951
-31,052
-74% -$857K ﹤0.01% 5985
2017
Q2 		$1.1M Sell
42,003
-244,034
-85% -$5.94M ﹤0.01% 3950
2017
Q1 		$6.76M Buy
286,037
+119,934
+72% +$2.98M 0.01% 1753
2016
Q4 		$3.74M Sell
166,103
-43,518
-21% -$870K ﹤0.01% 2282
2016
Q3 		$3.72M Sell
209,621
-472,907
-69% -$7.81M ﹤0.01% 2282
2016
Q2 		$9.73M Sell
682,528
-788,904
-54% -$11.9M 0.01% 1273
2016
Q1 		$24.7M Buy
1,471,432
+1,041,941
+243% +$16.9M 0.03% 629
2015
Q4 		$10.3M Sell
429,491
-1,168,115
-73% -$29.8M 0.01% 1253
2015
Q3 		$37.2M Buy
1,597,606
+1,319,313
+474% +$34M 0.04% 562
2015
Q2 		$7.51M Buy
278,293
+89,827
+48% +$2.46M 0.01% 1681
2015
Q1 		$5.49M Sell
188,466
-117,200
-38% -$3.29M 0.01% 1947
2014
Q4 		$8.92M Sell
305,666
-291,624
-49% -$7.58M 0.01% 1490
2014
Q3 		$13.7M Buy
597,290
+2,613
+0.4% +$61.6K 0.01% 1157
2014
Q2 		$14.6M Buy
594,677
+17,443
+3% +$404K 0.02% 1010
2014
Q1 		$13.6M Buy
577,234
+274,383
+91% +$6.33M 0.02% 1079
2013
Q4 		$7.99M Sell
302,851
-561,422
-65% -$12.8M 0.01% 1360
2013
Q3 		$18.3M Sell
864,273
-343,884
-28% -$6.57M 0.03% 758
2013
Q2 		$19M Buy
+1,208,157
New +$18.7M 0.03% 689

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

Citadel Advisors's AEL Position: Q2 2024 in Review

Citadel Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 25,591 shares — an estimated $1.44M sold.

Citadel Advisors first reported a position in AEL in Q2 2013 and held it in 40 quarters. The position peaked at $55.7M in Q3 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Citadel Advisors reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Citadel Advisors sold 25,591 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.44M.
  • Citadel Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 40 quarters.
  • Citadel Advisors's American Equity Investment Life Holding Company position peaked at $55.7M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Citadel Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.