Mackenzie Financial
AEL

Mackenzie Financial’s American Equity Investment Life Holding Company AEL Stock Holding History

Mackenzie Financial’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
-4,518
Closed -$254K – 1664
2024
Q1 		$254K Hold
4,518
– – ﹤0.01% 1252
2023
Q4 		$252K Hold
4,518
– – ﹤0.01% 1230
2023
Q3 		$240K Hold
4,518
– – ﹤0.01% 1212
2023
Q2 		$234K Sell
4,518
-12,027
-73% -$484K ﹤0.01% 1276
2023
Q1 		$604K Buy
16,545
+4,324
+35% +$184K ﹤0.01% 972
2022
Q4 		$558K Buy
12,221
+6,379
+109% +$257K ﹤0.01% 895
2022
Q3 		$218K Buy
5,842
+6
+0.1% +$225 ﹤0.01% 1215
2022
Q2 		$213K Buy
5,836
+612
+12% +$23.3K ﹤0.01% 1256
2022
Q1 		$208K Buy
+5,224
New +$210K ﹤0.01% 1285
2019
Q2 		– Sell
-89,862
Closed -$2.43M – 1285
2019
Q1 		$2.43M Buy
89,862
+67,961
+310% +$2.06M 0.01% 733
2018
Q4 		$612K Hold
21,901
– – ﹤0.01% 900
2018
Q3 		$774K Sell
21,901
-129,369
-86% -$4.67M ﹤0.01% 809
2018
Q2 		$5.45M Sell
151,270
-76,969
-34% -$2.48M 0.01% 437
2018
Q1 		$6.7M Sell
228,239
-500
-0.2% -$16K 0.02% 392
2017
Q4 		$7.03M Hold
228,739
– – 0.02% 394
2017
Q3 		$6.65M Buy
+228,739
New +$6.31M 0.04% 302

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

Mackenzie Financial's AEL Position: Q2 2024 in Review

Mackenzie Financial sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 4,518 shares — an estimated $254K sold.

Mackenzie Financial first reported a position in AEL in Q3 2017 and held it in 16 quarters. The position peaked at $7.03M in Q4 2017. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Mackenzie Financial reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 4,518 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $254K.
  • Mackenzie Financial first reported a position in American Equity Investment Life Holding Company in Q3 2017 and held it in 16 quarters.
  • Mackenzie Financial's American Equity Investment Life Holding Company position peaked at $7.03M in Q4 2017.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.