SSG
AEL

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
2021
Q1 		– Sell
-300
Closed -$830K – 816
2020
Q4 		$830K Buy
+300
New +$8.27K 0.07% 261

Other funds holding AEL

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
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
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.