GCM
AEL

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

Graham 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
-11,435
Closed -$643K – 1447
2024
Q1 		$643K Sell
11,435
-12,249
-52% -$681K 0.01% 554
2023
Q4 		$1.32M Buy
+23,684
New +$1.29M 0.03% 309
2023
Q1 		– Sell
-11,218
Closed -$512K – 1383
2022
Q4 		$512K Buy
+11,218
New +$452K 0.02% 754

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

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

Graham Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 11,435 shares — an estimated $643K sold.

Graham Capital Management first reported a position in AEL in Q4 2022 and held it in 3 quarters. The position peaked at $1.32M in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Graham Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Graham Capital Management sold 11,435 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $643K.
  • Graham Capital Management first reported a position in American Equity Investment Life Holding Company in Q4 2022 and held it in 3 quarters.
  • Graham Capital Management's American Equity Investment Life Holding Company position peaked at $1.32M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Graham Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.