Legacy Bridge’s American Equity Investment Life Holding Company AEL Stock Holding History

Legacy Bridge’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	-3,000	Closed	-$169K	–	326
2024 Q1	$169K	Hold	3,000	–	–	0.1%	145
2023 Q4	$167K	Hold	3,000	–	–	0.11%	141
2023 Q3	$161K	Sell	3,000 -880	-23%	-$47.1K	0.11%	143
2023 Q2	$202K	Hold	3,880	–	–	0.14%	140
2023 Q1	$142K	Sell	3,880 -750	-16%	-$31.9K	0.1%	152
2022 Q4	$211K	Hold	4,630	–	–	0.15%	136
2022 Q3	$173K	Hold	4,630	–	–	0.14%	137
2022 Q2	$169K	Sell	4,630 -2,000	-30%	-$76.1K	0.12%	145
2022 Q1	$265K	Sell	6,630 -3,370	-34%	-$136K	0.15%	142
2021 Q4	$389K	Hold	10,000	–	–	0.2%	126
2021 Q3	$296K	Hold	10,000	–	–	0.17%	134
2021 Q2	$323K	Hold	10,000	–	–	0.18%	130
2021 Q1	$315K	Hold	10,000	–	–	0.2%	121
2020 Q4	$277K	Hold	10,000	–	–	0.2%	119
2020 Q3	$220K	Hold	10,000	–	–	0.2%	118
2020 Q2	$247K	Hold	10,000	–	–	0.27%	108
2020 Q1	$188K	Sell	10,000 -3,000	-23%	-$76.5K	0.24%	116
2019 Q4	$389K	Sell	13,000 -5,000	-28%	-$136K	0.32%	104
2019 Q3	$436K	Hold	18,000	–	–	0.42%	87
2019 Q2	$489K	Hold	18,000	–	–	0.47%	78
2019 Q1	$486K	Hold	18,000	–	–	0.5%	73
2018 Q4	$503K	Buy	+18,000	New	+$578K	0.62%	59

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

Legacy Bridge's AEL Position: Q2 2024 in Review

Legacy Bridge sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 3,000 shares — an estimated $169K sold.

Legacy Bridge first reported a position in AEL in Q4 2018 and held it in 22 quarters. The position peaked at $503K in Q4 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Legacy Bridge reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Legacy Bridge sold 3,000 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $169K.
Legacy Bridge first reported a position in American Equity Investment Life Holding Company in Q4 2018 and held it in 22 quarters.
Legacy Bridge's American Equity Investment Life Holding Company position peaked at $503K in Q4 2018.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.