FMII
AEL

Farmers & Merchants Investments Inc’s American Equity Investment Life Holding Company AEL Stock Holding History

Farmers & Merchants Investments Inc’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
-42
Closed -$2.36K – 1826
2024
Q1 		$2.36K Sell
42
-4
-9% -$222 ﹤0.01% 1035
2023
Q4 		$2.57K Hold
46
– – ﹤0.01% 966
2023
Q3 		$2.47K Sell
46
-5
-10% -$268 ﹤0.01% 940
2023
Q2 		$2.66K Hold
51
– – ﹤0.01% 952
2023
Q1 		$1.86K Hold
51
– – ﹤0.01% 1078
2022
Q4 		$2.33K Hold
51
– – ﹤0.01% 1007
2022
Q3 		$2K Buy
+51
New +$1.91K ﹤0.01% 1117

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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Farmers & Merchants Investments Inc's AEL Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 42 shares — an estimated $2.36K sold.

Farmers & Merchants Investments Inc first reported a position in AEL in Q3 2022 and held it in 7 quarters. The position peaked at $2.66K in Q2 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 42 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.36K.
  • Farmers & Merchants Investments Inc first reported a position in American Equity Investment Life Holding Company in Q3 2022 and held it in 7 quarters.
  • Farmers & Merchants Investments Inc's American Equity Investment Life Holding Company position peaked at $2.66K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.