LC
AEL

Lindbrook Capital’s American Equity Investment Life Holding Company AEL Stock Holding History

Lindbrook Capital’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
-189
Closed -$10.6K – 2862
2024
Q1 		$10.6K Hold
189
– – ﹤0.01% 1540
2023
Q4 		$10.5K Hold
189
– – ﹤0.01% 1526
2023
Q3 		$10.1K Hold
189
– – ﹤0.01% 1412
2023
Q2 		$9.85K Buy
189
+42
+29% +$1.69K ﹤0.01% 1477
2023
Q1 		$5.36K Sell
147
-156
-51% -$6.63K ﹤0.01% 1825
2022
Q4 		$13.8K Buy
303
+142
+88% +$5.72K ﹤0.01% 1264
2022
Q3 		$6K Buy
161
+4
+3% +$150 ﹤0.01% 1622
2022
Q2 		$6K Sell
157
-17
-10% -$647 ﹤0.01% 1510
2022
Q1 		$7K Buy
174
+17
+11% +$684 ﹤0.01% 1487
2021
Q4 		$6K Hold
157
– – ﹤0.01% 1472
2021
Q3 		$5K Hold
157
– – ﹤0.01% 1277
2021
Q2 		$5K Hold
157
– – ﹤0.01% 1321
2021
Q1 		$5K Hold
157
– – ﹤0.01% 1289
2020
Q4 		$4K Hold
157
– – ﹤0.01% 1294
2020
Q3 		$3K Hold
157
– – ﹤0.01% 1328
2020
Q2 		$4K Buy
157
+103
+191% +$2.15K ﹤0.01% 1216
2020
Q1 		$1K Hold
54
– – ﹤0.01% 1609
2019
Q4 		$2K Hold
54
– – ﹤0.01% 1333
2019
Q3 		$1K Hold
54
– – ﹤0.01% 1409
2019
Q2 		$1K Hold
54
– – ﹤0.01% 1368
2019
Q1 		$1K Hold
54
– – ﹤0.01% 1356
2018
Q4 		$1K Buy
+54
New +$1.74K ﹤0.01% 1311

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 $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lindbrook Capital's AEL Position: Q2 2024 in Review

Lindbrook Capital sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 189 shares — an estimated $10.6K sold.

Lindbrook Capital first reported a position in AEL in Q4 2018 and held it in 22 quarters. The position peaked at $13.8K in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Lindbrook Capital reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 189 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $10.6K.
  • Lindbrook Capital first reported a position in American Equity Investment Life Holding Company in Q4 2018 and held it in 22 quarters.
  • Lindbrook Capital's American Equity Investment Life Holding Company position peaked at $13.8K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.