Morgan Stanley
AEL

Morgan Stanley’s American Equity Investment Life Holding Company AEL Stock Holding History

Morgan Stanley’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
-1,422,826
Closed -$80M – 8050
2024
Q1 		$80M Sell
1,422,826
-353,342
-20% -$19.6M 0.01% 1348
2023
Q4 		$99.1M Buy
1,776,168
+378,318
+27% +$20.6M ﹤0.01% 1735
2023
Q3 		$75M Buy
1,397,850
+403,522
+41% +$21.6M 0.01% 1255
2023
Q2 		$51.8M Buy
994,328
+29,820
+3% +$1.2M 0.01% 1549
2023
Q1 		$35.2M Sell
964,508
-442,575
-31% -$18.8M ﹤0.01% 1869
2022
Q4 		$64.2M Buy
1,407,083
+326,412
+30% +$13.1M 0.01% 1303
2022
Q3 		$40.3M Sell
1,080,671
-10,518
-1% -$395K 0.01% 1490
2022
Q2 		$39.9M Buy
1,091,189
+704,654
+182% +$26.8M 0.01% 1572
2022
Q1 		$15.4M Sell
386,535
-123,887
-24% -$4.99M ﹤0.01% 2401
2021
Q4 		$19.9M Buy
510,422
+30,763
+6% +$1.07M ﹤0.01% 2148
2021
Q3 		$14.2M Buy
479,659
+85,064
+22% +$2.65M ﹤0.01% 2490
2021
Q2 		$12.8M Buy
394,595
+64,764
+20% +$2.04M ﹤0.01% 2695
2021
Q1 		$10.4M Sell
329,831
-151,113
-31% -$4.5M ﹤0.01% 2603
2020
Q4 		$13.3M Sell
480,944
-27,880
-5% -$769K ﹤0.01% 2221
2020
Q3 		$11.2M Buy
508,824
+225,027
+79% +$5.37M ﹤0.01% 1935
2020
Q2 		$7.01M Sell
283,797
-477,942
-63% -$9.97M ﹤0.01% 2317
2020
Q1 		$14.3M Buy
761,739
+314,091
+70% +$8.01M ﹤0.01% 1512
2019
Q4 		$13.4M Buy
447,648
+39,642
+10% +$1.08M ﹤0.01% 2082
2019
Q3 		$9.87M Sell
408,006
-10,046
-2% -$243K ﹤0.01% 2145
2019
Q2 		$11.4M Buy
418,052
+166,959
+66% +$4.78M ﹤0.01% 2021
2019
Q1 		$6.79M Sell
251,093
-294,625
-54% -$8.93M ﹤0.01% 2413
2018
Q4 		$15.2M Buy
545,718
+141,383
+35% +$4.54M ﹤0.01% 1704
2018
Q3 		$14.3M Buy
404,335
+196,299
+94% +$7.09M ﹤0.01% 2024
2018
Q2 		$7.49M Buy
208,036
+15,084
+8% +$487K ﹤0.01% 2706
2018
Q1 		$5.67M Sell
192,952
-80,629
-29% -$2.58M ﹤0.01% 2892
2017
Q4 		$8.41M Buy
273,581
+141,724
+107% +$4.3M ﹤0.01% 2575
2017
Q3 		$3.83M Sell
131,857
-838
-0.6% -$23.1K ﹤0.01% 3253
2017
Q2 		$3.49M Sell
132,695
-394,992
-75% -$9.62M ﹤0.01% 3265
2017
Q1 		$12.5M Buy
527,687
+110,547
+27% +$2.75M ﹤0.01% 1992
2016
Q4 		$9.4M Buy
417,140
+38,297
+10% +$765K ﹤0.01% 2316
2016
Q3 		$6.72M Sell
378,843
-31,621
-8% -$522K ﹤0.01% 2391
2016
Q2 		$5.85M Buy
410,464
+391,677
+2,085% +$5.92M ﹤0.01% 2466
2016
Q1 		$315K Sell
18,787
-690,606
-97% -$11.2M ﹤0.01% 4704
2015
Q4 		$17M Buy
709,393
+67,131
+10% +$1.71M 0.01% 1534
2015
Q3 		$15M Buy
642,262
+235,206
+58% +$6.06M 0.01% 1621
2015
Q2 		$11M Buy
407,056
+45,161
+12% +$1.24M ﹤0.01% 2019
2015
Q1 		$10.5M Buy
361,895
+337,588
+1,389% +$9.47M ﹤0.01% 2006
2014
Q4 		$710K Buy
24,307
+9,399
+63% +$244K ﹤0.01% 4421
2014
Q3 		$341K Sell
14,908
-3,122
-17% -$73.6K ﹤0.01% 4828
2014
Q2 		$443K Buy
18,030
+878
+5% +$20.3K ﹤0.01% 4676
2014
Q1 		$405K Sell
17,152
-6,934
-29% -$160K ﹤0.01% 4706
2013
Q4 		$635K Buy
24,086
+4,145
+21% +$94.5K ﹤0.01% 4281
2013
Q3 		$423K Sell
19,941
-636,851
-97% -$12.2M ﹤0.01% 4444
2013
Q2 		$10.3M Buy
+656,792
New +$10.2M 0.01% 1678

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

Morgan Stanley's AEL Position: Q2 2024 in Review

Morgan Stanley sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 1,422,826 shares — an estimated $80M sold.

Morgan Stanley first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $99.1M in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Morgan Stanley reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 1,422,826 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $80M.
  • Morgan Stanley first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • Morgan Stanley's American Equity Investment Life Holding Company position peaked at $99.1M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.