Handelsbanken Fonder’s American Equity Investment Life Holding Company AEL Stock Holding History

Handelsbanken Fonder’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	-12,667	Closed	-$712K	–	1605
2024 Q1	$712K	Hold	12,667	–	–	﹤0.01%	996
2023 Q4	$707K	Sell	12,667 -1,300	-9%	-$70.7K	﹤0.01%	958
2023 Q3	$749K	Hold	13,967	–	–	﹤0.01%	851
2023 Q2	$728K	Hold	13,967	–	–	﹤0.01%	877
2023 Q1	$510K	Buy	13,967 +2,000	+17%	+$85K	﹤0.01%	998
2022 Q4	$546K	Hold	11,967	–	–	﹤0.01%	923
2022 Q3	$446K	Sell	11,967 -4,700	-28%	-$176K	﹤0.01%	1033
2022 Q2	$610K	Hold	16,667	–	–	﹤0.01%	911
2022 Q1	$665K	Sell	16,667 -2,100	-11%	-$84.5K	﹤0.01%	1001
2021 Q4	$730K	Hold	18,767	–	–	﹤0.01%	1092
2021 Q3	$555K	Hold	18,767	–	–	﹤0.01%	1287
2021 Q2	$607K	Hold	18,767	–	–	﹤0.01%	1236
2021 Q1	$592K	Hold	18,767	–	–	﹤0.01%	1112
2020 Q4	$519K	Hold	18,767	–	–	﹤0.01%	1142
2020 Q3	$413K	Hold	18,767	–	–	﹤0.01%	1090
2020 Q2	$464K	Buy	+18,767	New	+$391K	﹤0.01%	993

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 $11.5B AUM 18.82% 1-Year Est. Return

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

Handelsbanken Fonder's AEL Position: Q2 2024 in Review

Handelsbanken Fonder sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 12,667 shares — an estimated $712K sold.

Handelsbanken Fonder first reported a position in AEL in Q2 2020 and held it in 16 quarters. The position peaked at $749K in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Handelsbanken Fonder reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Handelsbanken Fonder sold 12,667 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $712K.
Handelsbanken Fonder first reported a position in American Equity Investment Life Holding Company in Q2 2020 and held it in 16 quarters.
Handelsbanken Fonder's American Equity Investment Life Holding Company position peaked at $749K in Q3 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Handelsbanken Fonder's 13F filing for Q2 2024, filed 5 Aug 2024.