Summit Securities Group’s American Equity Investment Life Holding Company AEL Stock Holding History

Summit Securities Group’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
2023 Q4	–	Sell	-1,000	Closed	-$54K	–	968
2023 Q3	$54K	Hold	1,000	–	–	0.01%	266
2023 Q2	$52K	Buy	+1,000	New	+$40.2K	0.01%	407
2023 Q1	–	Sell	-10,000	Closed	-$456K	–	1398
2022 Q4	$456K	Buy	+10,000	New	+$403K	0.02%	258
2021 Q1	–	Sell	-16,200	Closed	-$448K	–	817
2020 Q4	$448K	Buy	+16,200	New	+$447K	0.04%	376
2015 Q4	–	Sell	-13,244	Closed	-$309K	–	474
2015 Q3	$309K	Buy	+13,244	New	+$341K	0.22%	60

Other funds holding AEL

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's AEL Position: Q4 2023 in Review

Summit Securities Group sold out of American Equity Investment Life Holding Company (AEL) in Q4 2023, closing a stake of 1,000 shares — an estimated $54K sold.

Summit Securities Group first reported a position in AEL in Q3 2015 and held it in 5 quarters. The position peaked at $456K in Q4 2022. 250 funds tracked by Wall St. Rank hold AEL as of Q4 2023.

Summit Securities Group reported no remaining American Equity Investment Life Holding Company position as of Q4 2023 after selling out during the quarter.
Summit Securities Group sold 1,000 American Equity Investment Life Holding Company shares in Q4 2023, an estimated $54K.
Summit Securities Group first reported a position in American Equity Investment Life Holding Company in Q3 2015 and held it in 5 quarters.
Summit Securities Group's American Equity Investment Life Holding Company position peaked at $456K in Q4 2022.
250 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.