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
2019
Q1 		– Sell
-20,000
Closed -$559K – 4003
2018
Q4 		$559K Hold
20,000
– – ﹤0.01% 3037
2018
Q3 		$707K Buy
+20,000
New +$722K ﹤0.01% 2907
2014
Q3 		– Sell
-14,200
Closed -$349K – 4444
2014
Q2 		$349K Sell
14,200
-50,000
-78% -$1.16M ﹤0.01% 3759
2014
Q1 		$1.52M Buy
64,200
+14,200
+28% +$327K ﹤0.01% 2654
2013
Q4 		$1.32M Buy
+50,000
New +$1.14M ﹤0.01% 2922

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.