DS
AEL

David Shaw’s American Equity Investment Life Holding Company AEL Stock Holding History

David Shaw’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
-13,322
Closed -$749K – 4954
2024
Q1 		$749K Sell
13,322
-28,751
-68% -$1.6M ﹤0.01% 3273
2023
Q4 		$2.35M Sell
42,073
-80,373
-66% -$4.37M ﹤0.01% 2542
2023
Q3 		$6.57M Sell
122,446
-353,815
-74% -$18.9M 0.01% 1590
2023
Q2 		$24.8M Buy
476,261
+188,507
+66% +$7.58M 0.03% 760
2023
Q1 		$10.5M Buy
287,754
+112,887
+65% +$4.8M 0.01% 1325
2022
Q4 		$7.98M Buy
174,867
+67,368
+63% +$2.71M 0.01% 1652
2022
Q3 		$4.01M Buy
107,499
+94,699
+740% +$3.55M ﹤0.01% 2327
2022
Q2 		$468K Buy
+12,800
New +$487K ﹤0.01% 4128
2022
Q1 		– Sell
-74,829
Closed -$2.91M – 6068
2021
Q4 		$2.91M Sell
74,829
-35,768
-32% -$1.25M ﹤0.01% 2998
2021
Q3 		$3.27M Buy
110,597
+13,622
+14% +$425K ﹤0.01% 2544
2021
Q2 		$3.13M Sell
96,975
-483,835
-83% -$15.3M ﹤0.01% 2479
2021
Q1 		$18.3M Buy
580,810
+206,571
+55% +$6.15M 0.02% 977
2020
Q4 		$10.4M Buy
+374,239
New +$10.3M 0.01% 1366
2020
Q3 		– Sell
-44,960
Closed -$1.11M – 4252
2020
Q2 		$1.11M Sell
44,960
-146,611
-77% -$3.06M ﹤0.01% 2852
2020
Q1 		$3.6M Buy
191,571
+20,715
+12% +$529K 0.01% 1721
2019
Q4 		$5.11M Sell
170,856
-141,167
-45% -$3.83M 0.01% 1713
2019
Q3 		$7.55M Buy
312,023
+145,574
+87% +$3.52M 0.01% 1358
2019
Q2 		$4.52M Buy
166,449
+71,364
+75% +$2.04M 0.01% 1658
2019
Q1 		$2.57M Sell
95,085
-1,852
-2% -$56.1K ﹤0.01% 1983
2018
Q4 		$2.71M Sell
96,937
-102,836
-51% -$3.3M ﹤0.01% 1918
2018
Q3 		$7.06M Sell
199,773
-128,785
-39% -$4.65M 0.01% 1328
2018
Q2 		$11.8M Sell
328,558
-224,642
-41% -$7.25M 0.02% 986
2018
Q1 		$16.2M Sell
553,200
-112,582
-17% -$3.6M 0.02% 759
2017
Q4 		$20.5M Sell
665,782
-34,629
-5% -$1.05M 0.03% 669
2017
Q3 		$20.4M Buy
700,411
+48,048
+7% +$1.33M 0.03% 605
2017
Q2 		$17.1M Sell
652,363
-8,551
-1% -$208K 0.03% 653
2017
Q1 		$15.6M Sell
660,914
-27,473
-4% -$682K 0.03% 691
2016
Q4 		$15.5M Sell
688,387
-193,259
-22% -$3.86M 0.03% 728
2016
Q3 		$15.6M Buy
881,646
+272,589
+45% +$4.5M 0.03% 678
2016
Q2 		$8.68M Buy
609,057
+156,547
+35% +$2.36M 0.02% 965
2016
Q1 		$7.6M Buy
452,510
+347,819
+332% +$5.64M 0.01% 1010
2015
Q4 		$2.52M Sell
104,691
-46,646
-31% -$1.19M ﹤0.01% 1951
2015
Q3 		$3.53M Buy
+151,337
New +$3.9M 0.01% 1661
2015
Q1 		– Sell
-37,220
Closed -$1.09M – 4100
2014
Q4 		$1.09M Sell
37,220
-74,462
-67% -$1.94M ﹤0.01% 2771
2014
Q3 		$2.56M Buy
111,682
+57,565
+106% +$1.36M ﹤0.01% 2059
2014
Q2 		$1.33M Sell
54,117
-109,381
-67% -$2.53M ﹤0.01% 2669
2014
Q1 		$3.86M Sell
163,498
-7,996
-5% -$184K 0.01% 1781
2013
Q4 		$4.52M Buy
+171,494
New +$3.91M 0.01% 1763

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

David Shaw's AEL Position: Q2 2024 in Review

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

David Shaw 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.

  • David Shaw reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • David Shaw sold 13,322 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $749K.
  • David Shaw first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 38 quarters.
  • David Shaw'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.