PCM
AEL

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

Prelude 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
-36,191
Closed -$2.03M – 1585
2024
Q1 		$2.03M Sell
36,191
-1,162
-3% -$64.6K 0.11% 228
2023
Q4 		$2.08M Sell
37,353
-16,763
-31% -$911K 0.14% 164
2023
Q3 		$2.9M Buy
+54,116
New +$2.9M 0.19% 127
2022
Q1 		– Sell
-11,004
Closed -$428K – 2347
2021
Q4 		$428K Buy
+11,004
New +$384K 0.01% 1113
2021
Q3 		– Sell
-6,248
Closed -$202K – 2097
2021
Q2 		$202K Sell
6,248
-6,472
-51% -$204K 0.01% 1377
2021
Q1 		$401K Buy
12,720
+2,107
+20% +$62.7K 0.01% 1003
2020
Q4 		$294K Buy
10,613
+6,842
+181% +$189K 0.01% 921
2020
Q3 		$83K Sell
3,771
-2,025
-35% -$48.4K ﹤0.01% 972
2020
Q2 		$143K Buy
5,796
+1,339
+30% +$27.9K 0.01% 834
2020
Q1 		$84K Sell
4,457
-2,707
-38% -$69.1K 0.01% 640
2019
Q4 		$214K Buy
7,164
+4,664
+187% +$126K 0.01% 839
2019
Q3 		$61K Hold
2,500
– – ﹤0.01% 1111
2019
Q2 		$68K Sell
2,500
-11,754
-82% -$336K ﹤0.01% 1044
2019
Q1 		$385K Buy
14,254
+14,065
+7,442% +$426K 0.02% 549
2018
Q4 		$5K Buy
+189
New +$6.07K ﹤0.01% 1634
2017
Q2 		– Sell
-2,700
Closed -$64K – 1918
2017
Q1 		$64K Buy
+2,700
New +$67.1K 0.01% 911
2016
Q3 		– Sell
-4,000
Closed -$57K – 1875
2016
Q2 		$57K Sell
4,000
-2,600
-39% -$39.3K 0.01% 958
2016
Q1 		$111K Buy
+6,600
New +$107K 0.02% 728
2015
Q2 		– Sell
-200
Closed -$6K – 2109
2015
Q1 		$6K Sell
200
-200
-50% -$5.61K ﹤0.01% 1868
2014
Q4 		$12K Buy
+400
New +$10.4K ﹤0.01% 1792
2014
Q3 		– Sell
-2,800
Closed -$69K – 2191
2014
Q2 		$69K Buy
2,800
+200
+8% +$4.63K 0.01% 1255
2014
Q1 		$61K Buy
+2,600
New +$59.9K 0.01% 1223

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

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

Prelude Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 36,191 shares — an estimated $2.03M sold.

Prelude Capital Management first reported a position in AEL in Q1 2014 and held it in 22 quarters. The position peaked at $2.9M in Q3 2023. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Prelude Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 36,191 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.03M.
  • Prelude Capital Management first reported a position in American Equity Investment Life Holding Company in Q1 2014 and held it in 22 quarters.
  • Prelude Capital Management's American Equity Investment Life Holding Company position peaked at $2.9M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

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