Citigroup
AEL

Citigroup’s American Equity Investment Life Holding Company AEL Stock Holding History

Citigroup’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
-50,708
Closed -$2.85M – 5862
2024
Q1 		$2.85M Sell
50,708
-18,629
-27% -$1.04M ﹤0.01% 2134
2023
Q4 		$3.87M Buy
69,337
+41,728
+151% +$2.27M ﹤0.01% 1765
2023
Q3 		$1.48M Sell
27,609
-106,700
-79% -$5.71M ﹤0.01% 2214
2023
Q2 		$7M Buy
134,309
+95,706
+248% +$3.85M ﹤0.01% 1304
2023
Q1 		$1.41M Sell
38,603
-9,498
-20% -$404K ﹤0.01% 2286
2022
Q4 		$2.19M Buy
48,101
+8,173
+20% +$329K ﹤0.01% 1968
2022
Q3 		$1.49M Buy
39,928
+4,596
+13% +$172K ﹤0.01% 2390
2022
Q2 		$1.29M Sell
35,332
-37,086
-51% -$1.41M ﹤0.01% 2420
2022
Q1 		$2.89M Buy
72,418
+8,175
+13% +$329K ﹤0.01% 2053
2021
Q4 		$2.5M Buy
64,243
+26,088
+68% +$910K ﹤0.01% 2435
2021
Q3 		$1.13M Sell
38,155
-27,385
-42% -$854K ﹤0.01% 2999
2021
Q2 		$2.12M Buy
65,540
+35,487
+118% +$1.12M ﹤0.01% 2625
2021
Q1 		$947K Buy
30,053
+3,371
+13% +$100K ﹤0.01% 3028
2020
Q4 		$738K Sell
26,682
-8,117,080
-100% -$224M ﹤0.01% 3848
2020
Q3 		$179M Buy
8,143,762
+1,461,833
+22% +$34.9M 0.12% 137
2020
Q2 		$165M Buy
6,681,929
+5,711,686
+589% +$119M 0.13% 133
2020
Q1 		$18.2M Buy
970,243
+861,855
+795% +$22M 0.02% 791
2019
Q4 		$3.24M Buy
108,388
+40,500
+60% +$1.1M ﹤0.01% 2456
2019
Q3 		$1.64M Buy
67,888
+370
+0.5% +$8.94K ﹤0.01% 3082
2019
Q2 		$1.83M Buy
67,518
+6,400
+10% +$183K ﹤0.01% 2963
2019
Q1 		$1.65M Sell
61,118
-33
-0.1% -$1K ﹤0.01% 2867
2018
Q4 		$1.71M Buy
61,151
+30,706
+101% +$986K ﹤0.01% 2818
2018
Q3 		$1.08M Buy
30,445
+17,129
+129% +$619K ﹤0.01% 3423
2018
Q2 		$480K Buy
13,316
+12,090
+986% +$390K ﹤0.01% 4168
2018
Q1 		$36K Sell
1,226
-53,574
-98% -$1.72M ﹤0.01% 6400
2017
Q4 		$1.68M Buy
54,800
+53,479
+4,048% +$1.62M ﹤0.01% 2847
2017
Q3 		$38K Sell
1,321
-4,242
-76% -$117K ﹤0.01% 6141
2017
Q2 		$147K Sell
5,563
-88,599
-94% -$2.16M ﹤0.01% 5037
2017
Q1 		$2.23M Sell
94,162
-85,104
-47% -$2.11M ﹤0.01% 2371
2016
Q4 		$4.04M Buy
179,266
+97,952
+120% +$1.96M ﹤0.01% 2088
2016
Q3 		$1.44M Buy
81,314
+23,819
+41% +$393K ﹤0.01% 2837
2016
Q2 		$820K Sell
57,495
-32,533
-36% -$491K ﹤0.01% 3153
2016
Q1 		$1.51M Sell
90,028
-265,448
-75% -$4.3M ﹤0.01% 2845
2015
Q4 		$8.54M Buy
355,476
+15,849
+5% +$404K 0.01% 1274
2015
Q3 		$7.92M Buy
339,627
+283,275
+503% +$7.3M 0.01% 1326
2015
Q2 		$1.52M Sell
56,352
-24,408
-30% -$668K ﹤0.01% 2794
2015
Q1 		$2.35M Sell
80,760
-7,203
-8% -$202K ﹤0.01% 2340
2014
Q4 		$2.57M Buy
87,963
+25,203
+40% +$655K ﹤0.01% 2286
2014
Q3 		$1.44M Buy
62,760
+5,484
+10% +$129K ﹤0.01% 2787
2014
Q2 		$1.41M Sell
57,276
-42,034
-42% -$973K ﹤0.01% 2718
2014
Q1 		$2.35M Buy
99,310
+29,008
+41% +$669K ﹤0.01% 2251
2013
Q4 		$1.85M Sell
70,302
-80,713
-53% -$1.84M ﹤0.01% 2637
2013
Q3 		$3.21M Sell
151,015
-66,710
-31% -$1.27M ﹤0.01% 2127
2013
Q2 		$3.42M Buy
+217,725
New +$3.38M ﹤0.01% 1976

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 $8.74B AUM 14.62% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Citigroup's AEL Position: Q2 2024 in Review

Citigroup sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 50,708 shares — an estimated $2.85M sold.

Citigroup first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $179M in Q3 2020. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Citigroup reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Citigroup sold 50,708 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.85M.
  • Citigroup first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • Citigroup's American Equity Investment Life Holding Company position peaked at $179M in Q3 2020.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Citigroup's 13F filing for Q2 2024, filed 12 Aug 2024.