HM
AEL

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

Harvest 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
-32,100
Closed -$1.8M – 67
2024
Q1 		$1.8M Buy
32,100
+3,000
+10% +$167K 1.22% 22
2023
Q4 		$1.62M Buy
29,100
+5,100
+21% +$277K 1.5% 18
2023
Q3 		$1.29M Hold
24,000
– – 0.67% 18
2023
Q2 		$1.25M Buy
+24,000
New +$965K 1.08% 21
2023
Q1 		– Sell
-5,000
Closed -$228K – 58
2022
Q4 		$228K Buy
+5,000
New +$201K 0.24% 36
2018
Q4 		– Sell
-16,200
Closed -$573K – 51
2018
Q3 		$573K Buy
16,200
+1,200
+8% +$43.3K 0.34% 45
2018
Q2 		$540K Buy
+15,000
New +$484K 0.34% 49

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

Harvest Management's AEL Position: Q2 2024 in Review

Harvest Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 32,100 shares — an estimated $1.8M sold.

Harvest Management first reported a position in AEL in Q2 2018 and held it in 7 quarters. The position peaked at $1.8M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Harvest Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Harvest Management sold 32,100 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.8M.
  • Harvest Management first reported a position in American Equity Investment Life Holding Company in Q2 2018 and held it in 7 quarters.
  • Harvest Management's American Equity Investment Life Holding Company position peaked at $1.8M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

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