SG Americas Securities
AEL

SG Americas Securities’s American Equity Investment Life Holding Company AEL Stock Holding History

SG Americas Securities’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
-9,610
Closed -$540K – 3436
2024
Q1 		$540K Sell
9,610
-19,945
-67% -$1.11M ﹤0.01% 1390
2023
Q4 		$1.65M Sell
29,555
-13,164
-31% -$715K 0.02% 766
2023
Q3 		$2.29M Buy
+42,719
New +$2.29M 0.03% 641
2023
Q2 		– Sell
-86,640
Closed -$3.16M – 3378
2023
Q1 		$3.16M Buy
86,640
+83,248
+2,454% +$3.54M 0.04% 448
2022
Q4 		$155K Sell
3,392
-12,565
-79% -$506K ﹤0.01% 2410
2022
Q3 		$595K Sell
15,957
-14,018
-47% -$526K 0.01% 1388
2022
Q2 		$1.1M Sell
29,975
-4,966
-14% -$189K 0.01% 1229
2022
Q1 		$1.39M Buy
34,941
+31,906
+1,051% +$1.28M 0.01% 1182
2021
Q4 		$118K Sell
3,035
-9,764
-76% -$340K ﹤0.01% 2991
2021
Q3 		$378K Buy
12,799
+7,400
+137% +$231K ﹤0.01% 2749
2021
Q2 		$174K Sell
5,399
-2,847
-35% -$89.9K ﹤0.01% 2406
2021
Q1 		$260K Sell
8,246
-46,921
-85% -$1.4M ﹤0.01% 2493
2020
Q4 		$1.53M Buy
+55,167
New +$1.52M 0.01% 1262
2020
Q3 		– Sell
-58,798
Closed -$1.45M – 3608
2020
Q2 		$1.45M Buy
58,798
+27,085
+85% +$565K 0.01% 1057
2020
Q1 		$596K Buy
31,713
+8,504
+37% +$217K 0.01% 1697
2019
Q4 		$695K Buy
+23,209
New +$629K 0.01% 1525
2019
Q2 		– Sell
-5,387
Closed -$146K – 3506
2019
Q1 		$146K Sell
5,387
-14,577
-73% -$442K ﹤0.01% 2795
2018
Q4 		$558K Sell
19,964
-9,470
-32% -$304K ﹤0.01% 1791
2018
Q3 		$1.04M Sell
29,434
-23,892
-45% -$863K 0.01% 1654
2018
Q2 		$1.92M Sell
53,326
-89,306
-63% -$2.88M 0.02% 968
2018
Q1 		$4.19M Buy
142,632
+133,005
+1,382% +$4.26M 0.03% 501
2017
Q4 		$296K Sell
9,627
-3,817
-28% -$116K ﹤0.01% 2188
2017
Q3 		$391K Buy
13,444
+5,649
+72% +$156K ﹤0.01% 2031
2017
Q2 		$205K Sell
7,795
-5,601
-42% -$136K ﹤0.01% 2408
2017
Q1 		$317K Buy
13,396
+4,723
+54% +$117K ﹤0.01% 2139
2016
Q4 		$195K Sell
8,673
-8,996
-51% -$180K ﹤0.01% 2369
2016
Q3 		$313K Buy
+17,669
New +$292K ﹤0.01% 2130
2015
Q1 		– Sell
-16,241
Closed -$474K – 3150
2014
Q4 		$474K Buy
16,241
+11,450
+239% +$298K ﹤0.01% 1687
2014
Q3 		$110K Buy
+4,791
New +$113K ﹤0.01% 2329
2013
Q4 		– Sell
-11,532
Closed -$245K – 3084
2013
Q3 		$245K Buy
+11,532
New +$220K ﹤0.01% 2041

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 $10B AUM 15.14% 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

SG Americas Securities's AEL Position: Q2 2024 in Review

SG Americas Securities sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 9,610 shares — an estimated $540K sold.

SG Americas Securities first reported a position in AEL in Q3 2013 and held it in 30 quarters. The position peaked at $4.19M in Q1 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • SG Americas Securities reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • SG Americas Securities sold 9,610 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $540K.
  • SG Americas Securities first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 30 quarters.
  • SG Americas Securities's American Equity Investment Life Holding Company position peaked at $4.19M in Q1 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on SG Americas Securities's 13F filing for Q2 2024, filed 12 Jul 2024.