Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s American Equity Investment Life Holding Company AEL Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-535,400	Closed	-$30.1M	–	1183
2024 Q1	$30.1M	Buy	535,400 +452,400	+545%	+$25.1M	0.1%	140
2023 Q4	$4.63M	Sell	83,000 -71,000	-46%	-$3.86M	0.02%	443
2023 Q3	$8.26M	Buy	+154,000	New	+$8.24M	0.04%	280
2022 Q4	–	Sell	-42,300	Closed	-$1.58M	–	1693
2022 Q3	$1.58M	Buy	+42,300	New	+$1.59M	0.01%	769
2022 Q2	–	Sell	-33,000	Closed	-$1.32M	–	1888
2022 Q1	$1.32M	Buy	+33,000	New	+$1.33M	﹤0.01%	1052
2021 Q3	–	Sell	-14,100	Closed	-$456K	–	2033
2021 Q2	$456K	Sell	14,100 -61,100	-81%	-$1.93M	﹤0.01%	1334
2021 Q1	$2.37M	Buy	+75,200	New	+$2.24M	0.01%	716

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's AEL Position: Q2 2024 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 535,400 shares — an estimated $30.1M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in AEL in Q1 2021 and held it in 7 quarters. The position peaked at $30.1M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 535,400 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $30.1M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in American Equity Investment Life Holding Company in Q1 2021 and held it in 7 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's American Equity Investment Life Holding Company position peaked at $30.1M in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2024, filed 14 Aug 2024.