State of Wisconsin Investment Board
AEL

State of Wisconsin Investment Board’s American Equity Investment Life Holding Company AEL Stock Holding History

State of Wisconsin Investment Board’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
-78,192
Closed -$4.4M – 2415
2024
Q1 		$4.4M Buy
78,192
+10,871
+16% +$604K 0.01% 998
2023
Q4 		$3.76M Buy
67,321
+36,964
+122% +$2.01M 0.01% 1081
2023
Q3 		$1.63M Sell
30,357
-74
-0.2% -$3.96K 0.01% 1298
2023
Q2 		$1.59M Sell
30,431
-3,813
-11% -$153K ﹤0.01% 1358
2023
Q1 		$1.25M Buy
34,244
+24,958
+269% +$1.06M ﹤0.01% 1415
2022
Q4 		$424K Sell
9,286
-5,458
-37% -$220K ﹤0.01% 1961
2022
Q3 		$550K Sell
14,744
-4,840
-25% -$182K ﹤0.01% 1928
2022
Q2 		$716K Sell
19,584
-184,861
-90% -$7.04M ﹤0.01% 1867
2022
Q1 		$8.16M Hold
204,445
– – 0.02% 903
2021
Q4 		$7.96M Hold
204,445
– – 0.02% 872
2021
Q3 		$6.04M Sell
204,445
-36,500
-15% -$1.14M 0.01% 976
2021
Q2 		$7.79M Hold
240,945
– – 0.02% 887
2021
Q1 		$7.6M Sell
240,945
-11,900
-5% -$354K 0.02% 872
2020
Q4 		$6.99M Sell
252,845
-33,400
-12% -$921K 0.02% 852
2020
Q3 		$6.29M Buy
286,245
+12,400
+5% +$296K 0.02% 852
2020
Q2 		$6.77M Buy
273,845
+2,900
+1% +$60.5K 0.02% 768
2020
Q1 		$5.09M Hold
270,945
– – 0.02% 775
2019
Q4 		$8.11M Hold
270,945
– – 0.02% 753
2019
Q3 		$6.56M Hold
270,945
– – 0.02% 757
2019
Q2 		$7.36M Buy
270,945
+6,000
+2% +$172K 0.02% 710
2019
Q1 		$7.16M Buy
264,945
+60,600
+30% +$1.84M 0.02% 737
2018
Q4 		$5.71M Hold
204,345
– – 0.02% 740
2018
Q3 		$7.23M Hold
204,345
– – 0.02% 777
2018
Q2 		$7.36M Hold
204,345
– – 0.02% 767
2018
Q1 		$6M Hold
204,345
– – 0.02% 813
2017
Q4 		$6.28M Hold
204,345
– – 0.02% 803
2017
Q3 		$5.94M Hold
204,345
– – 0.02% 803
2017
Q2 		$5.37M Sell
204,345
-17,100
-8% -$416K 0.02% 807
2017
Q1 		$5.23M Hold
221,445
– – 0.02% 760
2016
Q4 		$4.99M Sell
221,445
-169,487
-43% -$3.39M 0.02% 714
2016
Q3 		$6.93M Hold
390,932
– – 0.03% 662
2016
Q2 		$5.57M Hold
390,932
– – 0.02% 711
2016
Q1 		$6.57M Hold
390,932
– – 0.03% 657
2015
Q4 		$9.39M Sell
390,932
-23,792
-6% -$607K 0.04% 522
2015
Q3 		$9.67M Hold
414,724
– – 0.04% 529
2015
Q2 		$11.2M Hold
414,724
– – 0.04% 521
2015
Q1 		$12.1M Hold
414,724
– – 0.04% 497
2014
Q4 		$12.1M Sell
414,724
-168,866
-29% -$4.39M 0.04% 484
2014
Q3 		$13.4M Hold
583,590
– – 0.05% 445
2014
Q2 		$14.4M Hold
583,590
– – 0.05% 435
2014
Q1 		$13.8M Hold
583,590
– – 0.05% 435
2013
Q4 		$15.4M Hold
583,590
– – 0.06% 392
2013
Q3 		$12.4M Sell
583,590
-85,623
-13% -$1.63M 0.05% 452
2013
Q2 		$10.5M Buy
+669,213
New +$10.4M 0.04% 513

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 $1.9B AUM 39.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

State of Wisconsin Investment Board's AEL Position: Q2 2024 in Review

State of Wisconsin Investment Board sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 78,192 shares — an estimated $4.4M sold.

State of Wisconsin Investment Board first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $15.4M in Q4 2013. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • State of Wisconsin Investment Board reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 78,192 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $4.4M.
  • State of Wisconsin Investment Board first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • State of Wisconsin Investment Board's American Equity Investment Life Holding Company position peaked at $15.4M in Q4 2013.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2024, filed 14 Aug 2024.