CGH
AEL

Crossmark Global Holdings’s American Equity Investment Life Holding Company AEL Stock Holding History

Crossmark Global Holdings’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
-4,968
Closed -$279K – 1357
2024
Q1 		$279K Sell
4,968
-99
-2% -$5.5K 0.01% 1131
2023
Q4 		$283K Sell
5,067
-213
-4% -$11.6K 0.01% 1092
2023
Q3 		$281K Sell
5,280
-709
-12% -$37.9K 0.01% 1047
2023
Q2 		$321K Sell
5,989
-781
-12% -$31.4K 0.01% 1042
2023
Q1 		$247K Sell
6,770
-221
-3% -$9.39K 0.01% 1137
2022
Q4 		$319K Sell
6,991
-952
-12% -$38.3K 0.01% 994
2022
Q3 		$296K Sell
7,943
-327
-4% -$12.3K 0.01% 998
2022
Q2 		$302K Sell
8,270
-350
-4% -$13.3K 0.01% 1024
2022
Q1 		$344K Buy
8,620
+280
+3% +$11.3K 0.01% 1076
2021
Q4 		$325K Sell
8,340
-2,600
-24% -$90.7K 0.01% 1112
2021
Q3 		$323K Sell
10,940
-200
-2% -$6.24K 0.01% 1134
2021
Q2 		$360K Sell
11,140
-240
-2% -$7.58K 0.01% 1087
2021
Q1 		$359K Sell
11,380
-70
-0.6% -$2.08K 0.01% 1081
2020
Q4 		$317K Sell
11,450
-3,920
-26% -$108K 0.01% 1060
2020
Q3 		$338K Sell
15,370
-110
-0.7% -$2.63K 0.01% 947
2020
Q2 		$383K Buy
15,480
+2,830
+22% +$59K 0.01% 875
2020
Q1 		$238K Buy
12,650
+130
+1% +$3.32K 0.01% 973
2019
Q4 		$375K Buy
12,520
+3,310
+36% +$89.8K 0.01% 983
2019
Q3 		$223K Sell
9,210
-420
-4% -$10.2K 0.01% 1214
2019
Q2 		$262K Buy
9,630
+197
+2% +$5.64K 0.01% 1158
2019
Q1 		$255K Sell
9,433
-290
-3% -$8.79K 0.01% 1202
2018
Q4 		$272K Sell
9,723
-12,820
-57% -$412K 0.01% 1136
2018
Q3 		$797K Buy
22,543
+120
+0.5% +$4.33K 0.02% 701
2018
Q2 		$807K Buy
22,423
+660
+3% +$21.3K 0.02% 695
2018
Q1 		$639K Sell
21,763
-3,423
-14% -$110K 0.02% 782
2017
Q4 		$774K Sell
25,186
-917
-4% -$27.8K 0.02% 744
2017
Q3 		$759K Buy
+26,103
New +$720K 0.02% 729
2016
Q3 		$759K Buy
+26,103
New +$431K 0.02% 729

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

Crossmark Global Holdings's AEL Position: Q2 2024 in Review

Crossmark Global Holdings sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 4,968 shares — an estimated $279K sold.

Crossmark Global Holdings first reported a position in AEL in Q3 2016 and held it in 28 quarters. The position peaked at $807K in Q2 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Crossmark Global Holdings reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 4,968 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $279K.
  • Crossmark Global Holdings first reported a position in American Equity Investment Life Holding Company in Q3 2016 and held it in 28 quarters.
  • Crossmark Global Holdings's American Equity Investment Life Holding Company position peaked at $807K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Crossmark Global Holdings's 13F filing for Q2 2024, filed 29 Jul 2024.