Lazard Asset Management
AEL

Lazard Asset Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Lazard Asset Management’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
-658
Closed -$36K – 2479
2024
Q1 		$36K Hold
658
– – ﹤0.01% 1787
2023
Q4 		$36K Buy
+658
New +$35.8K ﹤0.01% 1981
2023
Q1 		– Sell
-1,208
Closed -$55K – 2612
2022
Q4 		$55K Hold
1,208
– – ﹤0.01% 1765
2022
Q3 		$45K Buy
1,208
+402
+50% +$15.1K ﹤0.01% 1842
2022
Q2 		$29K Buy
+806
New +$30.7K ﹤0.01% 2024
2022
Q1 		– Sell
-324
Closed -$12K – 2588
2021
Q4 		$12K Buy
+324
New +$11.3K ﹤0.01% 2112
2021
Q1 		– Sell
-1,053
Closed -$29K – 2071
2020
Q4 		$29K Buy
+1,053
New +$29K ﹤0.01% 1587
2020
Q3 		– Sell
-2,118
Closed -$52K – 1768
2020
Q2 		$52K Buy
+2,118
New +$44.2K ﹤0.01% 1221
2017
Q4 		– Sell
-19,650
Closed -$571K – 1119
2017
Q3 		$571K Buy
+19,650
New +$542K ﹤0.01% 710
2014
Q3 		– Sell
-376,092
Closed -$9.25M – 1107
2014
Q2 		$9.25M Sell
376,092
-61,289
-14% -$1.42M 0.02% 411
2014
Q1 		$10.3M Sell
437,381
-193,306
-31% -$4.46M 0.02% 369
2013
Q4 		$16.6M Buy
630,687
+14,212
+2% +$324K 0.04% 277
2013
Q3 		$13.1M Sell
616,475
-61,488
-9% -$1.17M 0.03% 300
2013
Q2 		$10.6M Buy
+677,963
New +$10.5M 0.03% 348

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 $10B AUM 15.14% 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

Lazard Asset Management's AEL Position: Q2 2024 in Review

Lazard Asset Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 658 shares — an estimated $36K sold.

Lazard Asset Management first reported a position in AEL in Q2 2013 and held it in 14 quarters. The position peaked at $16.6M in Q4 2013. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Lazard Asset Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Lazard Asset Management sold 658 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $36K.
  • Lazard Asset Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 14 quarters.
  • Lazard Asset Management's American Equity Investment Life Holding Company position peaked at $16.6M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Lazard Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.