SO
AEL

STRS Ohio’s American Equity Investment Life Holding Company AEL Stock Holding History

STRS Ohio’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
-22,300
Closed -$1.25M – 2140
2024
Q1 		$1.25M Sell
22,300
-2,300
-9% -$128K 0.01% 837
2023
Q4 		$1.37M Sell
24,600
-900
-4% -$48.9K 0.01% 774
2023
Q3 		$1.37M Sell
25,500
-2,600
-9% -$139K 0.01% 773
2023
Q2 		$1.46M Sell
28,100
-800
-3% -$32.2K 0.01% 768
2023
Q1 		$1.05M Buy
28,900
+1,300
+5% +$55.3K ﹤0.01% 911
2022
Q4 		$1.26M Sell
27,600
-3,400
-11% -$137K 0.01% 849
2022
Q3 		$1.16M Sell
31,000
-1,300
-4% -$48.8K 0.01% 820
2022
Q2 		$1.18M Sell
32,300
-3,500
-10% -$133K 0.01% 841
2022
Q1 		$1.43M Buy
35,800
+34,700
+3,155% +$1.4M 0.01% 858
2021
Q4 		$42K Buy
+1,100
New +$38.4K ﹤0.01% 2032
2021
Q1 		– Sell
-14,800
Closed -$409K – 2303
2020
Q4 		$409K Hold
14,800
– – ﹤0.01% 1562
2020
Q3 		$325K Sell
14,800
-700
-5% -$16.7K ﹤0.01% 1537
2020
Q2 		$383K Buy
15,500
+9,700
+167% +$202K ﹤0.01% 1446
2020
Q1 		$109K Hold
5,800
– – ﹤0.01% 1671
2019
Q4 		$173K Buy
5,800
+3,500
+152% +$94.9K ﹤0.01% 1692
2019
Q3 		$55K Sell
2,300
-23,400
-91% -$566K ﹤0.01% 1865
2019
Q2 		$698K Sell
25,700
-16,400
-39% -$469K ﹤0.01% 1014
2019
Q1 		$1.14M Buy
42,100
+400
+1% +$12.1K 0.01% 774
2018
Q4 		$1.17M Hold
41,700
– – 0.01% 743
2018
Q3 		$1.47M Buy
41,700
+5,900
+16% +$213K 0.01% 737
2018
Q2 		$1.29M Sell
35,800
-8,100
-18% -$261K 0.01% 786
2018
Q1 		$1.29M Buy
43,900
+700
+2% +$22.4K 0.01% 762
2017
Q4 		$1.33M Sell
43,200
-2,500
-5% -$75.8K 0.01% 736
2017
Q3 		$1.33M Sell
45,700
-2,100
-4% -$57.9K 0.01% 738
2017
Q2 		$1.26M Sell
47,800
-1,100
-2% -$26.8K 0.01% 727
2017
Q1 		$1.16M Buy
+48,900
New +$1.21M 0.01% 772
2016
Q1 		– Sell
-3,800
Closed -$61.6K – 1939
2015
Q4 		$91K Sell
3,800
-3,900
-51% -$99.5K ﹤0.01% 1702
2015
Q3 		$179K Sell
7,700
-39,700
-84% -$1.02M ﹤0.01% 1546
2015
Q2 		$1.28M Buy
47,400
+900
+2% +$24.6K 0.01% 730
2015
Q1 		$1.35M Buy
46,500
+37,300
+405% +$1.05M 0.01% 676
2014
Q4 		$269K Sell
9,200
-20,469
-69% -$532K ﹤0.01% 1371
2014
Q3 		$679K Sell
29,669
-19,831
-40% -$467K ﹤0.01% 996
2014
Q2 		$1.22M Buy
49,500
+2,100
+4% +$48.6K 0.01% 690
2014
Q1 		$1.12M Sell
47,400
-2,300
-5% -$53K 0.01% 685
2013
Q4 		$1.31M Sell
49,700
-12,500
-20% -$285K 0.01% 637
2013
Q3 		$1.32M Buy
+62,200
New +$1.19M 0.01% 678

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

STRS Ohio's AEL Position: Q2 2024 in Review

STRS Ohio sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 22,300 shares — an estimated $1.25M sold.

STRS Ohio first reported a position in AEL in Q3 2013 and held it in 36 quarters. The position peaked at $1.47M in Q3 2018. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • STRS Ohio reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • STRS Ohio sold 22,300 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.25M.
  • STRS Ohio first reported a position in American Equity Investment Life Holding Company in Q3 2013 and held it in 36 quarters.
  • STRS Ohio's American Equity Investment Life Holding Company position peaked at $1.47M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on STRS Ohio's 13F filing for Q2 2024, filed 5 Aug 2024.