SIC
AEL

SJS Investment Consulting’s American Equity Investment Life Holding Company AEL Stock Holding History

SJS Investment Consulting’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
-18
Closed -$1.01K – 1720
2024
Q1 		$1.01K Hold
18
– – ﹤0.01% 1035
2023
Q4 		$1K Hold
18
– – ﹤0.01% 955
2023
Q3 		$966 Hold
18
– – ﹤0.01% 954
2023
Q2 		$938 Buy
18
+7
+64% +$281 ﹤0.01% 926
2023
Q1 		$402 Sell
11
-12
-52% -$510 ﹤0.01% 1209
2022
Q4 		$1.05K Hold
23
– – ﹤0.01% 916
2022
Q3 		$1K Buy
+23
New +$863 ﹤0.01% 976
2022
Q1 		$0 Buy
+4
New +$161 ﹤0.01% 1451

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

SJS Investment Consulting's AEL Position: Q2 2024 in Review

SJS Investment Consulting sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 18 shares — an estimated $1.01K sold.

SJS Investment Consulting first reported a position in AEL in Q1 2022 and held it in 8 quarters. The position peaked at $1.05K in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • SJS Investment Consulting reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 18 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.01K.
  • SJS Investment Consulting first reported a position in American Equity Investment Life Holding Company in Q1 2022 and held it in 8 quarters.
  • SJS Investment Consulting's American Equity Investment Life Holding Company position peaked at $1.05K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on SJS Investment Consulting's 13F filing for Q2 2024, filed 16 Jul 2024.