NJ State Employees Deferred Compensation Plan’s American Equity Investment Life Holding Company AEL Stock Holding History

NJ State Employees Deferred Compensation Plan’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	-20,000	Closed	-$1.12M	–	487
2024 Q1	$1.12M	Hold	20,000	–	–	0.14%	161
2023 Q4	$1.12M	Hold	20,000	–	–	0.15%	149
2023 Q3	$1.07M	Hold	20,000	–	–	0.16%	141
2023 Q2	$1.04M	Hold	20,000	–	–	0.15%	154
2023 Q1	$730K	Hold	20,000	–	–	0.11%	201
2022 Q4	$912K	Hold	20,000	–	–	0.15%	163
2022 Q3	$746K	Hold	20,000	–	–	0.13%	176
2022 Q2	$731K	Hold	20,000	–	–	0.12%	179
2022 Q1	$798K	Hold	20,000	–	–	0.11%	191
2021 Q4	$778K	Hold	20,000	–	–	0.1%	214
2021 Q3	$591K	Hold	20,000	–	–	0.08%	255
2021 Q2	$646K	Hold	20,000	–	–	0.09%	248
2021 Q1	$631K	Hold	20,000	–	–	0.09%	247
2020 Q4	$553K	Hold	20,000	–	–	0.09%	234
2020 Q3	$440K	Hold	20,000	–	–	0.08%	248
2020 Q2	$494K	Hold	20,000	–	–	0.09%	221
2020 Q1	$376K	Hold	20,000	–	–	0.09%	234
2019 Q4	$599K	Hold	20,000	–	–	0.1%	220
2019 Q3	$484K	Hold	20,000	–	–	0.09%	253
2019 Q2	$543K	Hold	20,000	–	–	0.1%	224
2019 Q1	$540K	Sell	20,000 -6,000	-23%	-$182K	0.1%	235
2018 Q4	$726K	Buy	26,000 +1,000	+4%	+$32.1K	0.15%	142
2018 Q3	$884K	Hold	25,000	–	–	0.15%	149
2018 Q2	$900K	Sell	25,000 -5,000	-17%	-$161K	0.16%	152
2018 Q1	$881K	Hold	30,000	–	–	0.16%	167
2017 Q4	$922K	Sell	30,000 -10,000	-25%	-$303K	0.16%	170
2017 Q3	$1.16M	Sell	40,000 -40,000	-50%	-$1.1M	0.21%	125
2017 Q2	$2.1M	Hold	80,000	–	–	0.4%	60
2017 Q1	$1.89M	Hold	80,000	–	–	0.36%	75
2016 Q4	$1.8M	Hold	80,000	–	–	0.36%	80
2016 Q3	$1.42M	Hold	80,000	–	–	0.29%	106
2016 Q2	$1.14M	Hold	80,000	–	–	0.24%	137
2016 Q1	$1.09M	Hold	80,000	–	–	0.23%	144
2015 Q4	$1.92M	Hold	80,000	–	–	0.39%	64
2015 Q3	$1.86M	Hold	80,000	–	–	0.4%	63
2015 Q2	$2.16M	Hold	80,000	–	–	0.42%	57
2015 Q1	$2.33M	Hold	80,000	–	–	0.45%	49
2014 Q4	$2.33M	Hold	80,000	–	–	0.46%	48
2014 Q3	$1.83M	Hold	80,000	–	–	0.37%	65
2014 Q2	$1.97M	Hold	80,000	–	–	0.39%	63
2014 Q1	$1.89M	Hold	80,000	–	–	0.39%	60
2013 Q4	$2.11M	Hold	80,000	–	–	0.43%	54
2013 Q3	$1.7M	Hold	80,000	–	–	0.37%	61
2013 Q2	$1.26M	Buy	+80,000	New	+$1.24M	0.29%	88

Other funds holding AEL

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

NJ State Employees Deferred Compensation Plan's AEL Position: Q2 2024 in Review

NJ State Employees Deferred Compensation Plan sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 20,000 shares — an estimated $1.12M sold.

NJ State Employees Deferred Compensation Plan first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $2.33M in Q4 2014. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

NJ State Employees Deferred Compensation Plan reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 20,000 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.12M.
NJ State Employees Deferred Compensation Plan first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
NJ State Employees Deferred Compensation Plan's American Equity Investment Life Holding Company position peaked at $2.33M in Q4 2014.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q2 2024, filed 6 Aug 2024.