Olympiad Research’s American Equity Investment Life Holding Company AEL Stock Holding History

Olympiad Research’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	-36,192	Closed	-$2.03M	–	502
2024 Q1	$2.03M	Hold	36,192	–	–	1.34%	6
2023 Q4	$2.02M	Sell	36,192 -1,745	-5%	-$94.8K	1.59%	1
2023 Q3	$2.03M	Buy	+37,937	New	+$2.03M	1.99%	3

Other funds holding AEL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Olympiad Research's AEL Position: Q2 2024 in Review

Olympiad Research sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 36,192 shares — an estimated $2.03M sold.

Olympiad Research first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $2.03M in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Olympiad Research reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Olympiad Research sold 36,192 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.03M.
Olympiad Research first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
Olympiad Research's American Equity Investment Life Holding Company position peaked at $2.03M in Q3 2023.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Olympiad Research's 13F filing for Q2 2024, filed 12 Aug 2024.