SEI Investments’s American Equity Investment Life Holding Company AEL Stock Holding History

SEI Investments’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	-5,913	Closed	-$332K	–	2749
2024 Q1	$332K	Sell	5,913 -233	-4%	-$12.9K	﹤0.01%	2262
2023 Q4	$343K	Sell	6,146 -1,917	-24%	-$104K	﹤0.01%	2260
2023 Q3	$433K	Sell	8,063 -8,608	-52%	-$461K	﹤0.01%	2168
2023 Q2	$869K	Sell	16,671 -1,635	-9%	-$65.7K	﹤0.01%	1928
2023 Q1	$668K	Sell	18,306 -5,022	-22%	-$213K	﹤0.01%	2025
2022 Q4	$1.06M	Buy	23,328 +1,851	+9%	+$74.5K	﹤0.01%	1732
2022 Q3	$801K	Buy	21,477 +8,304	+63%	+$312K	﹤0.01%	1892
2022 Q2	$481K	Buy	13,173 +173	+1%	+$6.58K	﹤0.01%	2115
2022 Q1	$518K	Sell	13,000 -3,043	-19%	-$123K	﹤0.01%	2059
2021 Q4	$624K	Sell	16,043 -1,231	-7%	-$42.9K	﹤0.01%	2013
2021 Q3	$510K	Buy	17,274 +2,974	+21%	+$92.8K	﹤0.01%	2070
2021 Q2	$461K	Sell	14,300 -16,707	-54%	-$527K	﹤0.01%	2141
2021 Q1	$912K	Hold	31,007	–	–	﹤0.01%	1794
2020 Q4	$860K	Sell	31,007 -113,483	-79%	-$3.13M	﹤0.01%	1755
2020 Q3	$3.18M	Sell	144,490 -70,802	-33%	-$1.69M	0.01%	1079
2020 Q2	$5.32M	Buy	215,292 +24,026	+13%	+$501K	0.02%	837
2020 Q1	$3.58M	Buy	191,266 +17,679	+10%	+$451K	0.01%	897
2019 Q4	$5.22M	Buy	173,587 +14,682	+9%	+$398K	0.02%	898
2019 Q3	$3.85M	Buy	158,905 +855	+0.5%	+$20.7K	0.01%	1033
2019 Q2	$4.29M	Sell	158,050 -28,637	-15%	-$819K	0.01%	1000
2019 Q1	$5.04M	Buy	186,687 +10,214	+6%	+$310K	0.02%	903
2018 Q4	$6.12M	Sell	176,473 -7,639	-4%	-$245K	0.02%	786
2018 Q3	$6.51M	Buy	184,112 +4,847	+3%	+$175K	0.02%	729
2018 Q2	$6.45M	Buy	179,265 +178,033	+14,451%	+$5.74M	0.02%	795
2018 Q1	$36K	Sell	1,232 -73,198	-98%	-$2.34M	﹤0.01%	2463
2017 Q4	$2.13M	Buy	74,430 +44,746	+151%	+$1.36M	0.01%	1251
2017 Q3	$1.06M	Sell	29,684 -11,041	-27%	-$305K	﹤0.01%	1440
2017 Q2	$1.07M	Buy	40,725 +1,760	+5%	+$42.9K	﹤0.01%	1414
2017 Q1	$920K	Buy	38,965 +17,498	+82%	+$435K	﹤0.01%	1411
2016 Q4	$484K	Buy	21,467 +21,028	+4,790%	+$420K	﹤0.01%	1585
2016 Q3	$8K	Sell	439 -75,555	-99%	-$1.25M	﹤0.01%	2450
2016 Q2	$1.08M	Sell	75,994 -679	-0.9%	-$10.3K	0.01%	1158
2016 Q1	$1.29M	Buy	76,673 +1,037	+1%	+$16.8K	0.01%	1089
2015 Q4	$1.82M	Buy	75,636 +11,166	+17%	+$285K	0.01%	1040
2015 Q3	$1.5M	Buy	64,470 +12,292	+24%	+$317K	0.01%	904
2015 Q2	$1.41M	Buy	52,178 +1,485	+3%	+$40.6K	0.01%	862
2015 Q1	$1.48M	Buy	50,693 +11,671	+30%	+$327K	0.01%	841
2014 Q4	$1.14M	Buy	+39,022	New	+$1.01M	0.01%	902

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 $10B AUM 15.14% 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

SEI Investments's AEL Position: Q2 2024 in Review

SEI Investments sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 5,913 shares — an estimated $332K sold.

SEI Investments first reported a position in AEL in Q4 2014 and held it in 38 quarters. The position peaked at $6.51M in Q3 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

SEI Investments reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
SEI Investments sold 5,913 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $332K.
SEI Investments first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 38 quarters.
SEI Investments's American Equity Investment Life Holding Company position peaked at $6.51M in Q3 2018.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on SEI Investments's 13F filing for Q2 2024, filed 13 Aug 2024.