D.E. Shaw & Co’s American Equity Investment Life Holding Company AEL Stock Holding History

D.E. Shaw & Co’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
2014 Q3	–	Sell	-22,200	Closed	-$546K	–	4445
2014 Q2	$546K	Sell	22,200 -30,000	-57%	-$694K	﹤0.01%	3455
2014 Q1	$1.23M	Buy	52,200 +22,200	+74%	+$512K	﹤0.01%	2844
2013 Q4	$791K	Buy	+30,000	New	+$684K	﹤0.01%	3370

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 $10B AUM 15.14% 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

D.E. Shaw & Co's AEL Position: Q2 2024 in Review

D.E. Shaw & Co sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 13,322 shares — an estimated $749K sold.

D.E. Shaw & Co first reported a position in AEL in Q4 2013 and held it in 38 quarters. The position peaked at $24.8M in Q2 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

D.E. Shaw & Co reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
D.E. Shaw & Co sold 13,322 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $749K.
D.E. Shaw & Co first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 38 quarters.
D.E. Shaw & Co's American Equity Investment Life Holding Company position peaked at $24.8M in Q2 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on D.E. Shaw & Co's 13F filing for Q2 2024, filed 14 Aug 2024.