HW
AEL

Hancock Whitney’s American Equity Investment Life Holding Company AEL Stock Holding History

Hancock Whitney’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
-4,037
Closed -$227K – 657
2024
Q1 		$227K Buy
4,037
+59
+1% +$3.28K 0.01% 598
2023
Q4 		$222K Sell
3,978
-135
-3% -$7.34K 0.01% 605
2023
Q3 		$221K Buy
4,113
+23
+0.6% +$1.23K 0.01% 581
2023
Q2 		$212K Buy
+4,090
New +$164K 0.01% 592
2016
Q1 		– Sell
-27,710
Closed -$666K – 588
2015
Q4 		$666K Buy
27,710
+1,077
+4% +$27.5K 0.03% 403
2015
Q3 		$621K Buy
26,633
+1,253
+5% +$32.3K 0.03% 403
2015
Q2 		$739K Hold
25,380
– – 0.03% 346
2015
Q1 		$739K Buy
25,380
+602
+2% +$16.9K 0.03% 346
2014
Q4 		$723K Sell
24,778
-18,785
-43% -$489K 0.03% 306
2014
Q3 		$997K Sell
43,563
-3,212
-7% -$75.7K 0.04% 293
2014
Q2 		$1.15M Buy
46,775
+4,485
+11% +$104K 0.04% 286
2014
Q1 		$999K Sell
42,290
-395
-0.9% -$9.11K 0.04% 288
2013
Q4 		$1.13M Buy
+42,685
New +$973K 0.05% 269

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

Hancock Whitney's AEL Position: Q2 2024 in Review

Hancock Whitney sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 4,037 shares — an estimated $227K sold.

Hancock Whitney first reported a position in AEL in Q4 2013 and held it in 13 quarters. The position peaked at $1.15M in Q2 2014. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Hancock Whitney reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Hancock Whitney sold 4,037 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $227K.
  • Hancock Whitney first reported a position in American Equity Investment Life Holding Company in Q4 2013 and held it in 13 quarters.
  • Hancock Whitney's American Equity Investment Life Holding Company position peaked at $1.15M in Q2 2014.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Hancock Whitney's 13F filing for Q2 2024, filed 13 Aug 2024.