Franklin Resources’s American Equity Investment Life Holding Company AEL Stock Holding History

Franklin Resources’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	-43,256	Closed	-$2.43M	–	3008
2024 Q1	$2.43M	Buy	+43,256	New	+$2.4M	﹤0.01%	1652

Other funds holding AEL

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Franklin Resources's AEL Position: Q2 2024 in Review

Franklin Resources sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 43,256 shares — an estimated $2.43M sold.

Franklin Resources first reported a position in AEL in Q1 2024 and held it in 1 quarter. The position peaked at $2.43M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Franklin Resources reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Franklin Resources sold 43,256 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.43M.
Franklin Resources first reported a position in American Equity Investment Life Holding Company in Q1 2024 and held it in 1 quarter.
Franklin Resources's American Equity Investment Life Holding Company position peaked at $2.43M in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Franklin Resources's 13F filing for Q2 2024, filed 14 Aug 2024.