FIM
AEL

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

Freedom Investment 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
-5,875
Closed -$330K – 888
2024
Q1 		$330K Sell
5,875
-258
-4% -$14.3K 0.03% 570
2023
Q4 		$342K Sell
6,133
-164
-3% -$8.91K 0.03% 555
2023
Q3 		$338K Sell
6,297
-2,735
-30% -$146K 0.04% 461
2023
Q2 		$471K Sell
9,032
-2,490
-22% -$100K 0.05% 409
2023
Q1 		$420K Sell
11,522
-580
-5% -$24.7K 0.05% 455
2022
Q4 		$552K Buy
+12,102
New +$487K 0.06% 381
2019
Q3 		– Sell
-8,458
Closed -$230K – 744
2019
Q2 		$230K Buy
+8,458
New +$242K 0.02% 595
2019
Q1 		– Sell
-11,068
Closed -$309K – 800
2018
Q4 		$309K Sell
11,068
-2,184
-16% -$70.2K 0.02% 564
2018
Q3 		$488K Sell
13,252
-707
-5% -$25.5K 0.03% 525
2018
Q2 		$503K Buy
13,959
+6,077
+77% +$196K 0.03% 551
2018
Q1 		$231K Buy
7,882
+90
+1% +$2.88K 0.01% 974
2017
Q4 		$239K Buy
+7,792
New +$236K 0.01% 974
2016
Q3 		– Sell
-20,021
Closed -$285K – 954
2016
Q2 		$285K Buy
20,021
+326
+2% +$4.92K 0.02% 604
2016
Q1 		$331K Buy
19,695
+3,260
+20% +$52.8K 0.02% 523
2015
Q4 		$395K Sell
16,435
-15,547
-49% -$397K 0.03% 468
2015
Q3 		$530K Buy
31,982
+15,498
+94% +$399K 0.05% 302
2015
Q2 		$445K Buy
16,484
+1,365
+9% +$37.4K 0.05% 376
2015
Q1 		$440K Sell
15,119
-995
-6% -$27.9K 0.05% 352
2014
Q4 		$470K Sell
16,114
-3,461
-18% -$90K 0.06% 304
2014
Q3 		$448K Buy
19,575
+2,135
+12% +$50.3K 0.08% 259
2014
Q2 		$429K Buy
17,440
+1,291
+8% +$29.9K 0.07% 270
2014
Q1 		$381K Buy
16,149
+2,332
+17% +$53.8K 0.08% 249
2013
Q4 		$365K Buy
+13,817
New +$315K 0.09% 237

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

Freedom Investment Management's AEL Position: Q2 2024 in Review

Freedom Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 5,875 shares — an estimated $330K sold.

Freedom Investment Management first reported a position in AEL in Q4 2013 and held it in 23 quarters. The position peaked at $552K in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Freedom Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 5,875 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $330K.
  • Freedom Investment Management first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 23 quarters.
  • Freedom Investment Management's American Equity Investment Life Holding Company position peaked at $552K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.