JIR
AEL

James Investment Research’s American Equity Investment Life Holding Company AEL Stock Holding History

James Investment Research’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
-9,462
Closed -$532K – 338
2024
Q1 		$532K Hold
9,462
– – 0.06% 204
2023
Q4 		$528K Hold
9,462
– – 0.07% 197
2023
Q3 		$508K Sell
9,462
-6,659
-41% -$356K 0.07% 191
2023
Q2 		$840K Hold
16,121
– – 0.11% 143
2023
Q1 		$588K Sell
16,121
-2,065
-11% -$87.8K 0.08% 170
2022
Q4 		$830K Hold
18,186
– – 0.12% 136
2022
Q3 		$678K Hold
18,186
– – 0.1% 155
2022
Q2 		$665K Buy
18,186
+60
+0.3% +$2.28K 0.09% 154
2022
Q1 		$723K Buy
18,126
+46
+0.3% +$1.85K 0.08% 170
2021
Q4 		$704K Hold
18,080
– – 0.06% 179
2021
Q3 		$535K Hold
18,080
– – 0.05% 194
2021
Q2 		$584K Hold
18,080
– – 0.05% 200
2021
Q1 		$570K Sell
18,080
-1,550
-8% -$46.2K 0.05% 195
2020
Q4 		$543K Sell
19,630
-18,050
-48% -$498K 0.05% 196
2020
Q3 		$829K Sell
37,680
-3,227
-8% -$77.1K 0.08% 172
2020
Q2 		$1.01M Buy
40,907
+2,805
+7% +$58.5K 0.09% 154
2020
Q1 		$716K Sell
38,102
-2,251
-6% -$57.4K 0.07% 154
2019
Q4 		$1.21M Buy
40,353
+1,782
+5% +$48.3K 0.08% 170
2019
Q3 		$933K Sell
38,571
-16,175
-30% -$391K 0.07% 189
2019
Q2 		$1.49M Sell
54,746
-27,804
-34% -$795K 0.11% 143
2019
Q1 		$2.23M Sell
82,550
-17,903
-18% -$543K 0.15% 122
2018
Q4 		$2.81M Sell
100,453
-21,853
-18% -$702K 0.17% 120
2018
Q3 		$4.33M Sell
122,306
-7,382
-6% -$267K 0.18% 112
2018
Q2 		$4.67M Buy
129,688
+4,521
+4% +$146K 0.18% 118
2018
Q1 		$3.67M Buy
125,167
+27,902
+29% +$893K 0.14% 141
2017
Q4 		$2.99M Buy
97,265
+1,980
+2% +$60K 0.1% 165
2017
Q3 		$2.77M Buy
+95,285
New +$2.63M 0.09% 175

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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

James Investment Research's AEL Position: Q2 2024 in Review

James Investment Research sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 9,462 shares — an estimated $532K sold.

James Investment Research first reported a position in AEL in Q3 2017 and held it in 27 quarters. The position peaked at $4.67M in Q2 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • James Investment Research reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • James Investment Research sold 9,462 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $532K.
  • James Investment Research first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 27 quarters.
  • James Investment Research's American Equity Investment Life Holding Company position peaked at $4.67M in Q2 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on James Investment Research's 13F filing for Q2 2024, filed 30 Jul 2024.