HSBC Holdings’s American Equity Investment Life Holding Company AEL Stock Holding History

HSBC Holdings’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	-8,754	Closed	-$492K	–	3233
2024 Q1	$492K	Buy	+8,754	New	+$486K	﹤0.01%	2104
2023 Q1	–	Sell	-21,142	Closed	-$971K	–	3155
2022 Q4	$971K	Buy	21,142 +5,300	+33%	+$213K	﹤0.01%	1983
2022 Q3	$597K	Sell	15,842 -7,067	-31%	-$265K	﹤0.01%	2084
2022 Q2	$837K	Sell	22,909 -3,697	-14%	-$141K	﹤0.01%	2028
2022 Q1	$1.06M	Buy	26,606 +9,929	+60%	+$400K	﹤0.01%	1908
2021 Q4	$653K	Buy	16,677 +3,569	+27%	+$124K	﹤0.01%	2290
2021 Q3	$388K	Sell	13,108 -12,913	-50%	-$403K	﹤0.01%	2406
2021 Q2	$841K	Buy	26,021 +9,344	+56%	+$295K	﹤0.01%	1859
2021 Q1	$522K	Sell	16,677 -4,828	-22%	-$144K	﹤0.01%	1946
2020 Q4	$597K	Buy	+21,505	New	+$593K	﹤0.01%	2067
2020 Q3	–	Sell	-13,974	Closed	-$345K	–	2902
2020 Q2	$345K	Sell	13,974 -30,693	-69%	-$640K	﹤0.01%	2054
2020 Q1	$864K	Sell	44,667 -3,941	-8%	-$101K	﹤0.01%	1526
2019 Q4	$1.47M	Buy	48,608 +1,113	+2%	+$30.2K	﹤0.01%	1637
2019 Q3	$1.15M	Sell	47,495 -77,529	-62%	-$1.87M	﹤0.01%	1875
2019 Q2	$3.4M	Buy	125,024 +82,335	+193%	+$2.36M	0.01%	1314
2019 Q1	$1.15M	Buy	42,689 +12,056	+39%	+$365K	﹤0.01%	1761
2018 Q4	$856K	Buy	+30,633	New	+$984K	﹤0.01%	1873
2018 Q3	–	Sell	-157,055	Closed	-$5.65M	–	2693
2018 Q2	$5.65M	Buy	157,055 +125,521	+398%	+$4.05M	0.01%	1064
2018 Q1	$927K	Sell	31,534 -6,548	-17%	-$210K	﹤0.01%	1668
2017 Q4	$1.17M	Buy	38,082 +23,376	+159%	+$709K	﹤0.01%	1254
2017 Q3	$427K	Sell	14,706 -15,792	-52%	-$436K	﹤0.01%	1781
2017 Q2	$802K	Buy	+30,498	New	+$743K	﹤0.01%	1525
2017 Q1	–	Sell	-16,398	Closed	-$370K	–	2659
2016 Q4	$370K	Buy	+16,398	New	+$328K	﹤0.01%	2065
2014 Q4	–	Sell	-21,536	Closed	-$492K	–	1847
2014 Q3	$492K	Buy	21,536 +6,443	+43%	+$152K	﹤0.01%	1473
2014 Q2	$370K	Buy	+15,093	New	+$349K	﹤0.01%	1553

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 $10B AUM 15.14% 1-Year Est. Return

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

HSBC Holdings's AEL Position: Q2 2024 in Review

HSBC Holdings sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 8,754 shares — an estimated $492K sold.

HSBC Holdings first reported a position in AEL in Q2 2014 and held it in 25 quarters. The position peaked at $5.65M in Q2 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

HSBC Holdings reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
HSBC Holdings sold 8,754 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $492K.
HSBC Holdings first reported a position in American Equity Investment Life Holding Company in Q2 2014 and held it in 25 quarters.
HSBC Holdings's American Equity Investment Life Holding Company position peaked at $5.65M in Q2 2018.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on HSBC Holdings's 13F filing for Q2 2024, filed 12 Aug 2024.