DA
AEL

Denali Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Denali Advisors’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
Q1 		– Sell
-59
Closed -$3.29K – 510
2023
Q4 		$3.29K Sell
59
-73,716
-100% -$4.01M ﹤0.01% 374
2023
Q3 		$3.96M Sell
73,775
-18,922
-20% -$1.01M 1.39% 16
2023
Q2 		$4.83M Buy
92,697
+23,700
+34% +$953K 1.7% 2
2023
Q1 		$2.52M Buy
68,997
+3,325
+5% +$141K 1.05% 39
2022
Q4 		$3M Buy
65,672
+19,724
+43% +$794K 1.26% 34
2022
Q3 		$1.71M Buy
45,948
+6,513
+17% +$244K 0.81% 47
2022
Q2 		$1.44M Buy
39,435
+12,335
+46% +$469K 0.63% 54
2022
Q1 		$1.08M Hold
27,100
– – 0.42% 66
2021
Q4 		$1.05M Buy
27,100
+24,300
+868% +$847K 0.39% 73
2021
Q3 		$83K Buy
+2,800
New +$87.4K 0.03% 167
2021
Q1 		– Sell
-77,100
Closed -$2.13M – 438
2020
Q4 		$2.13M Hold
77,100
– – 0.36% 97
2020
Q3 		$1.7M Buy
77,100
+500
+0.7% +$11.9K 0.34% 100
2020
Q2 		$1.89M Buy
76,600
+29,800
+64% +$621K 0.37% 90
2020
Q1 		$880K Buy
46,800
+16,300
+53% +$416K 0.19% 123
2019
Q4 		$913K Buy
30,500
+27,200
+824% +$738K 0.13% 155
2019
Q3 		$80K Buy
+3,300
New +$79.8K 0.01% 229
2017
Q3 		– Sell
-37
Closed -$1K – 303
2017
Q2 		$1K Buy
+37
New +$901 ﹤0.01% 254

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Denali Advisors's AEL Position: Q1 2024 in Review

Denali Advisors sold out of American Equity Investment Life Holding Company (AEL) in Q1 2024, closing a stake of 59 shares — an estimated $3.29K sold.

Denali Advisors first reported a position in AEL in Q2 2017 and held it in 17 quarters. The position peaked at $4.83M in Q2 2023. 244 funds tracked by Wall St. Rank hold AEL as of Q1 2024.

  • Denali Advisors reported no remaining American Equity Investment Life Holding Company position as of Q1 2024 after selling out during the quarter.
  • Denali Advisors sold 59 American Equity Investment Life Holding Company shares in Q1 2024, an estimated $3.29K.
  • Denali Advisors first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 17 quarters.
  • Denali Advisors's American Equity Investment Life Holding Company position peaked at $4.83M in Q2 2023.
  • 244 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q1 2024.

Based on Denali Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.