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

Profit Investment 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	-75,554	Closed	-$4.25M	–	83
2024 Q1	$4.25M	Sell	75,554 -12,990	-15%	-$722K	2.4%	15
2023 Q4	$4.94M	Buy	88,544 +4,972	+6%	+$270K	2.83%	7
2023 Q3	$4.48M	Hold	83,572	–	–	3.17%	7
2023 Q2	$4.35M	Hold	83,572	–	–	2.83%	11
2023 Q1	$3.05M	Hold	83,572	–	–	2.01%	21
2022 Q4	$3.81M	Hold	83,572	–	–	2.68%	14
2022 Q3	$3.12M	Hold	83,572	–	–	2.39%	20
2022 Q2	$3.06M	Hold	83,572	–	–	2.25%	21
2022 Q1	$3.34M	Buy	83,572 +12,706	+18%	+$512K	2.06%	22
2021 Q4	$2.76M	Buy	70,866 +44,289	+167%	+$1.54M	1.74%	25
2021 Q3	$786K	Sell	26,577 -47,262	-64%	-$1.47M	0.55%	41
2021 Q2	$2.39M	Hold	73,839	–	–	1.26%	31
2021 Q1	$2.33M	Buy	73,839 +4,230	+6%	+$126K	1.33%	32
2020 Q4	$1.93M	Hold	69,609	–	–	1.23%	32
2020 Q3	$1.53M	Buy	69,609 +7,281	+12%	+$174K	0.95%	43
2020 Q2	$1.54M	Hold	62,328	–	–	1.08%	39
2020 Q1	$1.17M	Hold	62,328	–	–	1.1%	42
2019 Q4	$1.86M	Sell	62,328 -45,000	-42%	-$1.22M	1.25%	35
2019 Q3	$2.6M	Buy	107,328 +37,766	+54%	+$913K	1.86%	23
2019 Q2	$1.89M	Hold	69,562	–	–	1.39%	33
2019 Q1	$1.88M	Buy	+69,562	New	+$2.11M	1.44%	34
2018 Q4	–	Sell	-69,562	Closed	-$2.46M	–	70
2018 Q3	$2.46M	Hold	69,562	–	–	1.83%	21
2018 Q2	$2.5M	Hold	69,562	–	–	1.99%	17
2018 Q1	$2.04M	Buy	69,562 +21,062	+43%	+$674K	1.73%	22
2017 Q4	$1.49M	Sell	48,500 -14,313	-23%	-$434K	1.14%	39
2017 Q3	$1.83M	Hold	62,813	–	–	1.59%	22
2017 Q2	$1.65M	Sell	62,813 -15,190	-19%	-$370K	1.49%	24
2017 Q1	$1.84M	Buy	78,003 +19,837	+34%	+$493K	1.5%	24
2016 Q4	$1.31M	Hold	58,166	–	–	1.24%	37
2016 Q3	$1.03M	Hold	58,166	–	–	1.02%	45
2016 Q2	$829K	Hold	58,166	–	–	0.67%	63
2016 Q1	$977K	Buy	58,166 +13,006	+29%	+$211K	0.41%	69
2015 Q4	$1.08M	Sell	45,160 -25,616	-36%	-$654K	0.34%	59
2015 Q3	$1.65M	Sell	70,776 -18,504	-21%	-$477K	0.24%	72
2015 Q2	$2.41M	Sell	89,280 -16,000	-15%	-$438K	0.28%	57
2015 Q1	$3.07M	Hold	105,280	–	–	0.16%	74
2014 Q4	$3.07M	Sell	105,280 -1,940	-2%	-$50.5K	0.15%	79
2014 Q3	$2.45M	Sell	107,220 -21,430	-17%	-$505K	0.13%	83
2014 Q2	$3.17M	Sell	128,650 -111,550	-46%	-$2.58M	0.15%	78
2014 Q1	$5.67M	Hold	240,200	–	–	0.26%	65
2013 Q4	$6.34M	Hold	240,200	–	–	0.29%	57
2013 Q3	$5.1K	Sell	240,200 -13,020	-5%	-$249K	0.21%	67
2013 Q2	$3.98M	Buy	+253,220	New	+$3.93M	0.19%	80

Other funds holding AEL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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 $20.6B AUM 34.61% 1-Year Est. Return

Profit Investment Management's AEL Position: Q2 2024 in Review

Profit Investment Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 75,554 shares — an estimated $4.25M sold.

Profit Investment Management first reported a position in AEL in Q2 2013 and held it in 43 quarters. The position peaked at $6.34M in Q4 2013. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Profit Investment Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Profit Investment Management sold 75,554 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $4.25M.
Profit Investment Management first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 43 quarters.
Profit Investment Management's American Equity Investment Life Holding Company position peaked at $6.34M in Q4 2013.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Profit Investment Management's 13F filing for Q2 2024, filed 12 Jul 2024.