PCM
AEL

PenderFund Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

PenderFund 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
-9,460
Closed -$720K – 151
2024
Q1 		$720K Sell
9,460
-6,700
-41% -$372K 0.19% 58
2023
Q4 		$1.19M Hold
16,160
– – 0.39% 29
2023
Q3 		$1.18M Buy
+16,160
New +$865K 0.35% 47

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

PenderFund Capital Management's AEL Position: Q2 2024 in Review

PenderFund Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 9,460 shares — an estimated $720K sold.

PenderFund Capital Management first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $1.19M in Q4 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • PenderFund Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • PenderFund Capital Management sold 9,460 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $720K.
  • PenderFund Capital Management first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
  • PenderFund Capital Management's American Equity Investment Life Holding Company position peaked at $1.19M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on PenderFund Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.