KBC Group’s American Equity Investment Life Holding Company AEL Stock Holding History

KBC Group’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	-1,287	Closed	-$72K	–	1931
2024 Q1	$72K	Buy	1,287 +343	+36%	+$19.1K	﹤0.01%	1318
2023 Q4	$53K	Sell	944 -713	-43%	-$38.8K	﹤0.01%	1487
2023 Q3	$89K	Sell	1,657 -3,272	-66%	-$175K	﹤0.01%	1063
2023 Q2	$257K	Sell	4,929 -634	-11%	-$25.5K	﹤0.01%	870
2023 Q1	$203K	Sell	5,563 -440	-7%	-$18.7K	﹤0.01%	974
2022 Q4	$274K	Hold	6,003	–	–	﹤0.01%	880
2022 Q3	$224K	Sell	6,003 -1,227	-17%	-$46K	﹤0.01%	927
2022 Q2	$264K	Buy	+7,230	New	+$275K	﹤0.01%	909
2021 Q3	–	Sell	-7,488	Closed	-$242K	–	1340
2021 Q2	$242K	Sell	7,488 -2,504	-25%	-$79.1K	﹤0.01%	1150
2021 Q1	$316K	Sell	9,992 -9,810	-50%	-$292K	﹤0.01%	1126
2020 Q4	$3.01M	Buy	19,802 +1,738	+10%	+$47.9K	﹤0.01%	961
2020 Q3	$398K	Buy	18,064 +13,870	+331%	+$331K	﹤0.01%	1000
2020 Q2	$104K	Sell	4,194 -67,373	-94%	-$1.4M	﹤0.01%	1214
2020 Q1	$1.34M	Sell	71,567 -17,690	-20%	-$451K	0.01%	638
2019 Q4	$2.67M	Buy	+89,257	New	+$2.42M	0.02%	608
2019 Q3	–	Sell	-42,835	Closed	-$1.16M	–	1506
2019 Q2	$1.16M	Sell	42,835 -60,776	-59%	-$1.74M	0.01%	790
2019 Q1	$2.8M	Sell	103,611 -12,431	-11%	-$377K	0.02%	531
2018 Q4	$3.24M	Sell	116,042 -9,846	-8%	-$316K	0.04%	425
2018 Q3	$4.45M	Buy	125,888 +39,270	+45%	+$1.42M	0.03%	457
2018 Q2	$3.12M	Buy	86,618 +21,578	+33%	+$696K	0.03%	504
2018 Q1	$1.91M	Sell	65,040 -21,777	-25%	-$697K	0.02%	594
2017 Q4	$2.67M	Buy	86,817 +31,727	+58%	+$962K	0.02%	518
2017 Q3	$1.6M	Hold	55,090	–	–	0.01%	666
2017 Q2	$1.45M	Buy	+55,090	New	+$1.34M	0.01%	666

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 $1.64B AUM 26.46% 1-Year Est. Return

HNB

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

KBC Group's AEL Position: Q2 2024 in Review

KBC Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 1,287 shares — an estimated $72K sold.

KBC Group first reported a position in AEL in Q2 2017 and held it in 24 quarters. The position peaked at $4.45M in Q3 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

KBC Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
KBC Group sold 1,287 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $72K.
KBC Group first reported a position in American Equity Investment Life Holding Company in Q2 2017 and held it in 24 quarters.
KBC Group's American Equity Investment Life Holding Company position peaked at $4.45M in Q3 2018.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on KBC Group's 13F filing for Q2 2024, filed 17 Jul 2024.