Fidelity Investments
AEL

Fidelity Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

Fidelity Investments’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
-27,660
Closed -$1.56M – 5734
2024
Q1 		$1.56M Buy
27,660
+75
+0.3% +$4.17K ﹤0.01% 2392
2023
Q4 		$1.54M Buy
27,585
+179
+0.7% +$9.73K ﹤0.01% 2357
2023
Q3 		$1.47M Buy
27,406
+67
+0.2% +$3.58K ﹤0.01% 2362
2023
Q2 		$1.42M Buy
27,339
+7,519
+38% +$302K ﹤0.01% 2407
2023
Q1 		$723K Sell
19,820
-165
-0.8% -$7.01K ﹤0.01% 2588
2022
Q4 		$912K Sell
19,985
-691
-3% -$27.8K ﹤0.01% 2564
2022
Q3 		$771K Sell
20,676
-702
-3% -$26.3K ﹤0.01% 2669
2022
Q2 		$782K Buy
21,378
+127
+0.6% +$4.83K ﹤0.01% 2737
2022
Q1 		$848K Buy
21,251
+19,400
+1,048% +$781K ﹤0.01% 2821
2021
Q4 		$72K Buy
1,851
+377
+26% +$13.1K ﹤0.01% 3162
2021
Q3 		$43K Buy
1,474
+87
+6% +$2.71K ﹤0.01% 3247
2021
Q2 		$45K Sell
1,387
-193
-12% -$6.09K ﹤0.01% 3190
2021
Q1 		$49K Buy
1,580
+264
+20% +$7.86K ﹤0.01% 3054
2020
Q4 		$36K Hold
1,316
– – ﹤0.01% 3065
2020
Q3 		$29K Sell
1,316
-133
-9% -$3.18K ﹤0.01% 2990
2020
Q2 		$36K Buy
1,449
+84
+6% +$1.75K ﹤0.01% 2865
2020
Q1 		$25K Sell
1,365
-79
-5% -$2.02K ﹤0.01% 2908
2019
Q4 		$43K Hold
1,444
– – ﹤0.01% 2932
2019
Q3 		$34K Sell
1,444
-105
-7% -$2.54K ﹤0.01% 2947
2019
Q2 		$42K Sell
1,549
-338
-18% -$9.67K ﹤0.01% 2902
2019
Q1 		$51K Sell
1,887
-252
-12% -$7.64K ﹤0.01% 2783
2018
Q4 		$60K Sell
2,139
-25
-1% -$803 ﹤0.01% 2697
2018
Q3 		$77K Buy
+2,164
New +$78.2K ﹤0.01% 2754
2013
Q4 		– Sell
-2,001,478
Closed -$42.5M – 2706
2013
Q3 		$42.5M Buy
2,001,478
+690,590
+53% +$13.2M 0.01% 1368
2013
Q2 		$20.6M Buy
+1,310,888
New +$20.3M ﹤0.01% 1653

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 $10B AUM 15.14% 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

Fidelity Investments's AEL Position: Q2 2024 in Review

Fidelity Investments sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 27,660 shares — an estimated $1.56M sold.

Fidelity Investments first reported a position in AEL in Q2 2013 and held it in 25 quarters. The position peaked at $42.5M in Q3 2013. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Fidelity Investments reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 27,660 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.56M.
  • Fidelity Investments first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 25 quarters.
  • Fidelity Investments's American Equity Investment Life Holding Company position peaked at $42.5M in Q3 2013.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.