II
AEL

Inspire Investing’s American Equity Investment Life Holding Company AEL Stock Holding History

Inspire Investing’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
-15,678
Closed -$881K – 841
2024
Q1 		$881K Buy
+15,678
New +$871K 0.09% 250
2021
Q3 		– Sell
-16,104
Closed -$520K – 953
2021
Q2 		$520K Buy
16,104
+488
+3% +$15.4K 0.07% 307
2021
Q1 		$492K Buy
15,616
+4,146
+36% +$123K 0.08% 298
2020
Q4 		$317K Buy
+11,470
New +$316K 0.07% 419
2018
Q1 		– Sell
-1,805
Closed -$55K – 750
2017
Q4 		$55K Buy
+1,805
New +$54.7K 0.05% 644

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 $11.5B AUM 18.82% 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

Inspire Investing's AEL Position: Q2 2024 in Review

Inspire Investing sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 15,678 shares — an estimated $881K sold.

Inspire Investing first reported a position in AEL in Q4 2017 and held it in 5 quarters. The position peaked at $881K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Inspire Investing reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Inspire Investing sold 15,678 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $881K.
  • Inspire Investing first reported a position in American Equity Investment Life Holding Company in Q4 2017 and held it in 5 quarters.
  • Inspire Investing's American Equity Investment Life Holding Company position peaked at $881K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Inspire Investing's 13F filing for Q2 2024, filed 12 Aug 2024.