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

Sagefield Capital’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	-78,000	Closed	-$4.39M	–	112
2024 Q1	$4.39M	Buy	+78,000	New	+$4.33M	0.54%	40
2023 Q3	–	Sell	-7,500	Closed	-$391K	–	119
2023 Q2	$391K	Buy	+7,500	New	+$302K	0.08%	84

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 $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 $1.64B AUM 26.46% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sagefield Capital's AEL Position: Q2 2024 in Review

Sagefield Capital sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 78,000 shares — an estimated $4.39M sold.

Sagefield Capital first reported a position in AEL in Q2 2023 and held it in 2 quarters. The position peaked at $4.39M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Sagefield Capital reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Sagefield Capital sold 78,000 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $4.39M.
Sagefield Capital first reported a position in American Equity Investment Life Holding Company in Q2 2023 and held it in 2 quarters.
Sagefield Capital's American Equity Investment Life Holding Company position peaked at $4.39M in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

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