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
-900
Closed -$50.6K – 15820
2024
Q1 		$50.6K Sell
900
-3,600
-80% -$200K ﹤0.01% 12165
2023
Q4 		$251K Sell
4,500
-3,000
-40% -$163K ﹤0.01% 9515
2023
Q3 		$402K Sell
7,500
-19,700
-72% -$1.05M ﹤0.01% 8537
2023
Q2 		$1.42M Buy
27,200
+23,300
+597% +$937K ﹤0.01% 5780
2023
Q1 		$142K Buy
3,900
+2,600
+200% +$111K ﹤0.01% 10729
2022
Q4 		$59.3K Buy
+1,300
New +$52.3K ﹤0.01% 11922
2022
Q3 		– Sell
-6,100
Closed -$223K – 13879
2022
Q2 		$223K Sell
6,100
-3,600
-37% -$137K ﹤0.01% 10472
2022
Q1 		$387K Buy
9,700
+3,300
+52% +$133K ﹤0.01% 9996
2021
Q4 		$249K Buy
+6,400
New +$223K ﹤0.01% 11379
2021
Q3 		– Sell
-14,600
Closed -$472K – 14887
2021
Q2 		$472K Sell
14,600
-10,800
-43% -$341K ﹤0.01% 10179
2021
Q1 		$801K Sell
25,400
-5,900
-19% -$176K ﹤0.01% 8645
2020
Q4 		$866K Buy
31,300
+12,500
+66% +$345K ﹤0.01% 7093
2020
Q3 		$413K Buy
+18,800
New +$449K ﹤0.01% 7610
2019
Q1 		– Sell
-10,100
Closed -$282K – 10027
2018
Q4 		$282K Buy
+10,100
New +$324K ﹤0.01% 7377
2018
Q3 		– Sell
-16,700
Closed -$601K – 9823
2018
Q2 		$601K Buy
+16,700
New +$539K ﹤0.01% 6072
2016
Q1 		– Sell
-3,500
Closed -$84K – 8222
2015
Q4 		$84K Sell
3,500
-1,800
-34% -$45.9K ﹤0.01% 6862
2015
Q3 		$124K Buy
+5,300
New +$137K ﹤0.01% 6743
2015
Q2 		– Sell
-1,000
Closed -$29K – 9173
2015
Q1 		$29K Buy
+1,000
New +$28.1K ﹤0.01% 7715
2014
Q4 		– Sell
-1,700
Closed -$39K – 8796
2014
Q3 		$39K Sell
1,700
-800
-32% -$18.9K ﹤0.01% 7066
2014
Q2 		$62K Buy
+2,500
New +$57.8K ﹤0.01% 6608

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 $1.9B AUM 39.77% 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.