SS
AEL

Steve Schonfeld’s American Equity Investment Life Holding Company AEL Stock Holding History

Steve Schonfeld’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
-33,694
Closed -$1.89M – 2677
2024
Q1 		$1.89M Buy
33,694
+17,284
+105% +$961K 0.01% 1014
2023
Q4 		$916K Buy
+16,410
New +$892K 0.01% 1068
2023
Q1 		– Sell
-7,400
Closed -$338K – 2808
2022
Q4 		$338K Buy
+7,400
New +$298K ﹤0.01% 1733
2022
Q3 		– Sell
-10,300
Closed -$377K – 3252
2022
Q2 		$377K Sell
10,300
-12,918
-56% -$492K ﹤0.01% 1529
2022
Q1 		$927K Sell
23,218
-116,749
-83% -$4.7M 0.01% 1032
2021
Q4 		$5.45M Buy
139,967
+85,140
+155% +$2.97M 0.05% 439
2021
Q3 		$1.62M Buy
54,827
+9,527
+21% +$297K 0.02% 788
2021
Q2 		$1.46M Sell
45,300
-50,500
-53% -$1.59M 0.02% 816
2021
Q1 		$3.02M Buy
95,800
+44,251
+86% +$1.32M 0.04% 563
2020
Q4 		$1.43M Buy
+51,549
New +$1.42M 0.02% 696

Other funds holding AEL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $20.6B AUM 34.61% 1-Year Est. Return

Steve Schonfeld's AEL Position: Q2 2024 in Review

Steve Schonfeld sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 33,694 shares — an estimated $1.89M sold.

Steve Schonfeld first reported a position in AEL in Q4 2020 and held it in 10 quarters. The position peaked at $5.45M in Q4 2021. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Steve Schonfeld reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Steve Schonfeld sold 33,694 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.89M.
  • Steve Schonfeld first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 10 quarters.
  • Steve Schonfeld's American Equity Investment Life Holding Company position peaked at $5.45M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.