Marshall Wace
AEL

Marshall Wace’s American Equity Investment Life Holding Company AEL Stock Holding History

Marshall Wace’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
-34,188
Closed -$1.92M – 3113
2024
Q1 		$1.92M Buy
34,188
+18,788
+122% +$1.04M ﹤0.01% 1384
2023
Q4 		$859K Buy
15,400
+200
+1% +$10.9K ﹤0.01% 1524
2023
Q3 		$815K Sell
15,200
-14,221
-48% -$761K ﹤0.01% 1569
2023
Q2 		$1.53M Sell
29,421
-218,189
-88% -$8.77M ﹤0.01% 1531
2023
Q1 		$9.04M Buy
247,610
+235,710
+1,981% +$10M 0.02% 752
2022
Q4 		$543K Buy
+11,900
New +$479K ﹤0.01% 2341
2022
Q1 		– Sell
-12,849
Closed -$499K – 4196
2021
Q4 		$499K Buy
+12,849
New +$448K ﹤0.01% 2798
2021
Q2 		– Sell
-55,875
Closed -$1.76M – 3220
2021
Q1 		$1.76M Sell
55,875
-48,216
-46% -$1.44M 0.01% 1387
2020
Q4 		$2.88M Buy
+104,091
New +$2.87M 0.02% 790
2020
Q1 		– Sell
-10,965
Closed -$328K – 2152
2019
Q4 		$328K Sell
10,965
-57,964
-84% -$1.57M ﹤0.01% 1254
2019
Q3 		$1.67M Buy
+68,929
New +$1.67M 0.01% 814
2019
Q1 		– Sell
-54,628
Closed -$1.53M – 2121
2018
Q4 		$1.53M Buy
+54,628
New +$1.76M 0.02% 794
2015
Q4 		– Sell
-16,600
Closed -$387K – 1155
2015
Q3 		$387K Buy
+16,600
New +$428K ﹤0.01% 774

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

Marshall Wace's AEL Position: Q2 2024 in Review

Marshall Wace sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 34,188 shares — an estimated $1.92M sold.

Marshall Wace first reported a position in AEL in Q3 2015 and held it in 13 quarters. The position peaked at $9.04M in Q1 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Marshall Wace reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Marshall Wace sold 34,188 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.92M.
  • Marshall Wace first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 13 quarters.
  • Marshall Wace's American Equity Investment Life Holding Company position peaked at $9.04M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.