Mariner
AEL

Mariner’s American Equity Investment Life Holding Company AEL Stock Holding History

Mariner’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
-6,009
Closed -$338K – 3331
2024
Q1 		$338K Buy
6,009
+699
+13% +$38.8K ﹤0.01% 2338
2023
Q4 		$296K Buy
5,310
+657
+14% +$35.7K ﹤0.01% 2369
2023
Q3 		$250K Sell
4,653
-1,067
-19% -$57.1K ﹤0.01% 2323
2023
Q2 		$298K Sell
5,720
-153
-3% -$6.15K ﹤0.01% 2123
2023
Q1 		$214K Sell
5,873
-426
-7% -$18.1K ﹤0.01% 2368
2022
Q4 		$287K Sell
6,299
-53
-0.8% -$2.13K ﹤0.01% 2067
2022
Q3 		$237K Buy
+6,352
New +$238K ﹤0.01% 1939

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

Mariner's AEL Position: Q2 2024 in Review

Mariner sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 6,009 shares — an estimated $338K sold.

Mariner first reported a position in AEL in Q3 2022 and held it in 7 quarters. The position peaked at $338K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Mariner reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Mariner sold 6,009 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $338K.
  • Mariner first reported a position in American Equity Investment Life Holding Company in Q3 2022 and held it in 7 quarters.
  • Mariner's American Equity Investment Life Holding Company position peaked at $338K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Mariner's 13F filing for Q2 2024, filed 13 Aug 2024.