MOACM
AEL

Mutual of America Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Mutual of America Capital Management’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
-112,243
Closed -$6.31M – 1494
2024
Q1 		$6.31M Sell
112,243
-4,355
-4% -$242K 0.07% 349
2023
Q4 		$6.51M Sell
116,598
-1,711
-1% -$93K 0.07% 298
2023
Q3 		$6.35M Buy
118,309
+1,175
+1% +$62.9K 0.08% 274
2023
Q2 		$6.1M Buy
117,134
+401
+0.3% +$16.1K 0.07% 345
2023
Q1 		$4.26M Sell
116,733
-3,467
-3% -$147K 0.05% 552
2022
Q4 		$5.48M Sell
120,200
-41,849
-26% -$1.69M 0.07% 404
2022
Q3 		$6.04M Buy
162,049
+1,150
+0.7% +$43.1K 0.08% 302
2022
Q2 		$5.88M Sell
160,899
-1,623
-1% -$61.8K 0.08% 353
2022
Q1 		$6.49M Sell
162,522
-300
-0.2% -$12.1K 0.07% 410
2021
Q4 		$6.34M Sell
162,822
-892
-0.5% -$31.1K 0.06% 435
2021
Q3 		$4.84M Sell
163,714
-1,691
-1% -$52.8K 0.05% 542
2021
Q2 		$5.35M Sell
165,405
-1,887
-1% -$59.6K 0.05% 490
2021
Q1 		$5.28M Sell
167,292
-19,714
-11% -$587K 0.06% 471
2020
Q4 		$5.17M Buy
187,006
+424
+0.2% +$11.7K 0.06% 436
2020
Q3 		$4.1M Sell
186,582
-31,779
-15% -$759K 0.05% 460
2020
Q2 		$5.4M Sell
218,361
-39,826
-15% -$830K 0.08% 324
2020
Q1 		$4.85M Buy
258,187
+665
+0.3% +$17K 0.08% 297
2019
Q4 		$7.71M Buy
257,522
+5,871
+2% +$159K 0.1% 239
2019
Q3 		$6.09M Buy
251,651
+9,498
+4% +$230K 0.08% 305
2019
Q2 		$6.58M Buy
242,153
+21,312
+10% +$610K 0.09% 260
2019
Q1 		$5.97M Sell
220,841
-1,684
-0.8% -$51K 0.09% 298
2018
Q4 		$6.22M Sell
222,525
-4,340
-2% -$139K 0.1% 235
2018
Q3 		$8.02M Buy
226,865
+7,914
+4% +$286K 0.11% 204
2018
Q2 		$7.88M Sell
218,951
-14,985
-6% -$483K 0.12% 181
2018
Q1 		$6.87M Sell
233,936
-993
-0.4% -$31.8K 0.11% 229
2017
Q4 		$7.22M Buy
234,929
+12,109
+5% +$367K 0.11% 217
2017
Q3 		$6.48M Buy
222,820
+5,386
+2% +$149K 0.11% 235
2017
Q2 		$5.71M Buy
217,434
+737
+0.3% +$17.9K 0.1% 269
2017
Q1 		$5.12M Buy
216,697
+1,530
+0.7% +$38K 0.09% 309
2016
Q4 		$4.85M Buy
215,167
+26,350
+14% +$527K 0.09% 307
2016
Q3 		$3.35M Buy
188,817
+902
+0.5% +$14.9K 0.07% 477
2016
Q2 		$2.68M Buy
187,915
+5,638
+3% +$85.1K 0.06% 556
2016
Q1 		$3.06M Buy
182,277
+59,551
+49% +$965K 0.07% 436
2015
Q4 		$2.95M Buy
122,726
+120,676
+5,887% +$3.08M 0.07% 456
2015
Q3 		$48K Buy
2,050
+350
+21% +$9.02K ﹤0.01% 1176
2015
Q2 		$46K Buy
+1,700
New +$46.5K ﹤0.01% 1195
2014
Q2 		– Sell
-2,615
Closed -$62K – 1287
2014
Q1 		$62K Hold
2,615
– – ﹤0.01% 1165
2013
Q4 		$69K Hold
2,615
– – ﹤0.01% 1172
2013
Q3 		$55K Buy
+2,615
New +$49.9K ﹤0.01% 1174

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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mutual of America Capital Management's AEL Position: Q2 2024 in Review

Mutual of America Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 112,243 shares — an estimated $6.31M sold.

Mutual of America Capital Management first reported a position in AEL in Q3 2013 and held it in 39 quarters. The position peaked at $8.02M in Q3 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Mutual of America Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 112,243 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $6.31M.
  • Mutual of America Capital Management first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 39 quarters.
  • Mutual of America Capital Management's American Equity Investment Life Holding Company position peaked at $8.02M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Mutual of America Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.