CSS LLC’s American Equity Investment Life Holding Company AEL Stock Holding History

CSS LLC’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	-43,730	Closed	-$2.46M	–	1049
2024 Q1	$2.46M	Sell	43,730 -34,415	-44%	-$1.91M	0.14%	121
2023 Q4	$4.36M	Buy	78,145 +55,629	+247%	+$3.02M	0.25%	72
2023 Q3	$1.21M	Buy	22,516 +4,710	+26%	+$252K	0.08%	206
2023 Q2	$928K	Buy	+17,806	New	+$716K	0.06%	242

Other funds holding AEL

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

CSS LLC's AEL Position: Q2 2024 in Review

CSS LLC sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 43,730 shares — an estimated $2.46M sold.

CSS LLC first reported a position in AEL in Q2 2023 and held it in 4 quarters. The position peaked at $4.36M in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

CSS LLC reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
CSS LLC sold 43,730 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.46M.
CSS LLC first reported a position in American Equity Investment Life Holding Company in Q2 2023 and held it in 4 quarters.
CSS LLC's American Equity Investment Life Holding Company position peaked at $4.36M in Q4 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on CSS LLC's 13F filing for Q2 2024, filed 14 Aug 2024.