ECM
AEL

EMC Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

EMC Capital Management’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
-769
Closed -$43K – 280
2024
Q1 		$43K Sell
769
-6,631
-90% -$369K 0.03% 265
2023
Q4 		$413K Hold
7,400
– – 0.28% 47
2023
Q3 		$397K Sell
7,400
-1,096
-13% -$58.6K 0.29% 39
2023
Q2 		$94 Buy
8,496
+1,096
+15% +$44.1K 0.07% 221
2023
Q1 		$270K Hold
7,400
– – 0.23% 84
2022
Q4 		$338K Buy
7,400
+980
+15% +$39.5K 0.3% 48
2022
Q3 		$239K Hold
6,420
– – 0.22% 74
2022
Q2 		$235K Buy
6,420
+2,156
+51% +$82.1K 0.2% 84
2022
Q1 		$161K Buy
+4,264
New +$172K 0.12% 145

Other funds holding AEL

Osaic Holdings
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
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 $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EMC Capital Management's AEL Position: Q2 2024 in Review

EMC Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 769 shares — an estimated $43K sold.

EMC Capital Management first reported a position in AEL in Q1 2022 and held it in 9 quarters. The position peaked at $413K in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • EMC Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • EMC Capital Management sold 769 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $43K.
  • EMC Capital Management first reported a position in American Equity Investment Life Holding Company in Q1 2022 and held it in 9 quarters.
  • EMC Capital Management's American Equity Investment Life Holding Company position peaked at $413K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on EMC Capital Management's 13F filing for Q2 2024, filed 29 Jul 2024.