Legal & General Group
AEL

Legal & General Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Legal & General 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
-179,013
Closed -$10.1M – 3572
2024
Q1 		$10.1M Buy
179,013
+1,365
+0.8% +$75.9K ﹤0.01% 1144
2023
Q4 		$9.91M Sell
177,648
-1,674
-0.9% -$91K ﹤0.01% 1145
2023
Q3 		$9.62M Sell
179,322
-8,247
-4% -$441K ﹤0.01% 1096
2023
Q2 		$9.77M Sell
187,569
-17,804
-9% -$716K ﹤0.01% 1113
2023
Q1 		$7.49M Sell
205,373
-5,049
-2% -$215K ﹤0.01% 1200
2022
Q4 		$9.6M Buy
210,422
+902
+0.4% +$36.3K ﹤0.01% 1071
2022
Q3 		$7.81M Sell
209,520
-16,738
-7% -$628K ﹤0.01% 1153
2022
Q2 		$8.27M Sell
226,258
-17,059
-7% -$649K ﹤0.01% 1163
2022
Q1 		$9.71M Buy
243,317
+1,788
+0.7% +$72K ﹤0.01% 1171
2021
Q4 		$9.4M Buy
241,529
+6,593
+3% +$230K ﹤0.01% 1239
2021
Q3 		$6.95M Sell
234,936
-22,162
-9% -$691K ﹤0.01% 1362
2021
Q2 		$8.31M Sell
257,098
-58,044
-18% -$1.83M ﹤0.01% 1271
2021
Q1 		$9.94M Sell
315,142
-15,276
-5% -$455K ﹤0.01% 1202
2020
Q4 		$9.14M Sell
330,418
-66
-0% -$1.82K ﹤0.01% 1158
2020
Q3 		$7.27M Buy
330,484
+12,055
+4% +$288K ﹤0.01% 1166
2020
Q2 		$7.87M Buy
318,429
+21,952
+7% +$458K ﹤0.01% 1091
2020
Q1 		$5.57M Buy
296,477
+2,882
+1% +$73.5K ﹤0.01% 1110
2019
Q4 		$8.79M Buy
293,595
+20,776
+8% +$563K ﹤0.01% 1073
2019
Q3 		$6.6M Buy
272,819
+3,769
+1% +$91.1K ﹤0.01% 1166
2019
Q2 		$7.31M Buy
269,050
+5,296
+2% +$152K ﹤0.01% 1095
2019
Q1 		$7.13M Buy
263,754
+19,497
+8% +$591K ﹤0.01% 1005
2018
Q4 		$6.8M Buy
244,257
+2,351
+1% +$75.5K 0.01% 938
2018
Q3 		$8.55M Buy
241,906
+15,837
+7% +$572K 0.01% 919
2018
Q2 		$8.12M Buy
226,069
+10,618
+5% +$343K 0.01% 913
2018
Q1 		$6.33M Sell
215,451
-13,666
-6% -$438K ﹤0.01% 993
2017
Q4 		$7.04M Sell
229,117
-206
-0.1% -$6.25K 0.01% 920
2017
Q3 		$6.67M Buy
229,323
+5,764
+3% +$159K 0.01% 902
2017
Q2 		$5.87M Buy
223,559
+10,937
+5% +$266K ﹤0.01% 905
2017
Q1 		$5.02M Sell
212,622
-1,470
-0.7% -$36.5K ﹤0.01% 931
2016
Q4 		$4.82M Buy
214,092
+95,118
+80% +$1.9M ﹤0.01% 902
2016
Q3 		$2.11M Buy
118,974
+67,116
+129% +$1.11M ﹤0.01% 1024
2016
Q2 		$734K Buy
51,858
+12,097
+30% +$183K ﹤0.01% 1239
2016
Q1 		$668K Sell
39,761
-11,964
-23% -$194K ﹤0.01% 1237
2015
Q4 		$1.24M Buy
51,725
+1,804
+4% +$46K ﹤0.01% 1095
2015
Q3 		$1.16M Buy
49,921
+710
+1% +$18.3K ﹤0.01% 1078
2015
Q2 		$1.32M Buy
49,211
+7,654
+18% +$209K ﹤0.01% 1080
2015
Q1 		$1.21M Buy
41,557
+22,926
+123% +$643K ﹤0.01% 1068
2014
Q4 		$547K Buy
18,631
+3,371
+22% +$87.7K ﹤0.01% 1229
2014
Q3 		$353K Buy
15,260
+10,950
+254% +$258K ﹤0.01% 1270
2014
Q2 		$106K Buy
+4,310
New +$99.7K ﹤0.01% 1289

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

Legal & General Group's AEL Position: Q2 2024 in Review

Legal & General Group sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 179,013 shares — an estimated $10.1M sold.

Legal & General Group first reported a position in AEL in Q2 2014 and held it in 40 quarters. The position peaked at $10.1M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Legal & General Group reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Legal & General Group sold 179,013 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $10.1M.
  • Legal & General Group first reported a position in American Equity Investment Life Holding Company in Q2 2014 and held it in 40 quarters.
  • Legal & General Group's American Equity Investment Life Holding Company position peaked at $10.1M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.