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
-1,200
Closed -$67.5K – 15822
2024
Q1 		$67.5K Buy
+1,200
New +$66.7K ﹤0.01% 11864
2023
Q4 		– Sell
-8,000
Closed -$429K – 15523
2023
Q3 		$429K Sell
8,000
-12,200
-60% -$653K ﹤0.01% 8405
2023
Q2 		$1.05M Buy
20,200
+2,000
+11% +$80.4K ﹤0.01% 6349
2023
Q1 		$664K Buy
18,200
+8,700
+92% +$370K ﹤0.01% 7703
2022
Q4 		$433K Buy
+9,500
New +$383K ﹤0.01% 8545
2022
Q3 		– Sell
-5,500
Closed -$201K – 13880
2022
Q2 		$201K Sell
5,500
-1,600
-23% -$60.9K ﹤0.01% 10683
2022
Q1 		$283K Buy
7,100
+300
+4% +$12.1K ﹤0.01% 10730
2021
Q4 		$265K Sell
6,800
-1,700
-20% -$59.3K ﹤0.01% 11206
2021
Q3 		$251K Sell
8,500
-2,200
-21% -$68.6K ﹤0.01% 11483
2021
Q2 		$346K Sell
10,700
-2,400
-18% -$75.8K ﹤0.01% 10921
2021
Q1 		$413K Buy
13,100
+1,900
+17% +$56.6K ﹤0.01% 10104
2020
Q4 		$310K Buy
11,200
+2,100
+23% +$57.9K ﹤0.01% 9028
2020
Q3 		$200K Buy
9,100
+200
+2% +$4.78K ﹤0.01% 8797
2020
Q2 		$220K Buy
+8,900
New +$186K ﹤0.01% 8392
2018
Q4 		– Sell
-15,200
Closed -$537K – 9906
2018
Q3 		$537K Buy
15,200
+4,300
+39% +$155K ﹤0.01% 6581
2018
Q2 		$392K Buy
+10,900
New +$352K ﹤0.01% 6768
2016
Q2 		– Sell
-10,200
Closed -$171K – 7544
2016
Q1 		$171K Buy
+10,200
New +$165K ﹤0.01% 5759
2014
Q4 		– Sell
-500
Closed -$11K – 8797
2014
Q3 		$11K Hold
500
– – ﹤0.01% 7733
2014
Q2 		$12K Buy
+500
New +$11.6K ﹤0.01% 7527

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.