Swiss National Bank
AEL

Swiss National Bank’s American Equity Investment Life Holding Company AEL Stock Holding History

Swiss National Bank’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
-124,800
Closed -$7.02M – 2540
2024
Q1 		$7.02M Buy
124,800
+900
+0.7% +$50K ﹤0.01% 1092
2023
Q4 		$6.91M Sell
123,900
-13,100
-10% -$712K 0.01% 1085
2023
Q3 		$7.35M Sell
137,000
-10,600
-7% -$567K 0.01% 1053
2023
Q2 		$7.69M Sell
147,600
-9,700
-6% -$390K 0.01% 1049
2023
Q1 		$5.74M Sell
157,300
-22,600
-13% -$961K ﹤0.01% 1176
2022
Q4 		$8.21M Sell
179,900
-7,700
-4% -$310K 0.01% 1017
2022
Q3 		$7M Buy
187,600
+2,300
+1% +$86.3K 0.01% 1078
2022
Q2 		$6.78M Sell
185,300
-11,600
-6% -$442K ﹤0.01% 1138
2022
Q1 		$7.86M Buy
196,900
+13,700
+7% +$552K ﹤0.01% 1160
2021
Q4 		$7.13M Sell
183,200
-6,700
-4% -$234K ﹤0.01% 1222
2021
Q3 		$5.62M Hold
189,900
– – ﹤0.01% 1379
2021
Q2 		$6.14M Sell
189,900
-20,300
-10% -$641K ﹤0.01% 1348
2021
Q1 		$6.63M Buy
210,200
+2,800
+1% +$83.4K ﹤0.01% 1283
2020
Q4 		$5.74M Hold
207,400
– – ﹤0.01% 1281
2020
Q3 		$4.56M Buy
207,400
+3,600
+2% +$86K ﹤0.01% 1233
2020
Q2 		$5.04M Buy
203,800
+27,200
+15% +$567K ﹤0.01% 1150
2020
Q1 		$3.32M Buy
176,600
+2,400
+1% +$61.2K ﹤0.01% 1150
2019
Q4 		$5.21M Buy
174,200
+3,500
+2% +$94.9K 0.01% 1134
2019
Q3 		$4.13M Buy
170,700
+2,300
+1% +$55.6K ﹤0.01% 1207
2019
Q2 		$4.57M Buy
168,400
+12,000
+8% +$343K ﹤0.01% 1176
2019
Q1 		$4.23M Buy
156,400
+4,700
+3% +$142K ﹤0.01% 1191
2018
Q4 		$4.24M Buy
151,700
+1,700
+1% +$54.6K 0.01% 1082
2018
Q3 		$5.3M Hold
150,000
– – 0.01% 1080
2018
Q2 		$5.4M Buy
150,000
+2,800
+2% +$90.3K 0.01% 1038
2018
Q1 		$4.32M Buy
147,200
+5,000
+4% +$160K 0.01% 1135
2017
Q4 		$4.37M Buy
142,200
+2,500
+2% +$75.8K ﹤0.01% 1144
2017
Q3 		$4.06M Hold
139,700
– – ﹤0.01% 1153
2017
Q2 		$3.67M Sell
139,700
-4,900
-3% -$119K ﹤0.01% 1196
2017
Q1 		$3.42M Hold
144,600
– – ﹤0.01% 1234
2016
Q4 		$3.26M Buy
144,600
+15,100
+12% +$302K 0.01% 1238
2016
Q3 		$2.3M Sell
129,500
-3,200
-2% -$52.8K ﹤0.01% 1413
2016
Q2 		$1.89M Hold
132,700
– – ﹤0.01% 1548
2016
Q1 		$2.15M Buy
132,700
+31,000
+30% +$503K ﹤0.01% 1405
2015
Q4 		$2.44M Sell
101,700
-4,400
-4% -$112K 0.01% 1192
2015
Q3 		$2.47M Buy
106,100
+21,100
+25% +$544K 0.01% 1168
2015
Q2 		$2.29M Buy
85,000
+2,500
+3% +$68.4K 0.01% 1222
2015
Q1 		$2.4M Buy
82,500
+1,500
+2% +$42.1K 0.01% 1174
2014
Q4 		$2.36M Buy
81,000
+2,100
+3% +$54.6K 0.01% 1156
2014
Q3 		$1.8M Buy
78,900
+700
+0.9% +$16.5K 0.01% 1256
2014
Q2 		$1.92M Buy
78,200
+1,800
+2% +$41.6K 0.01% 1280
2014
Q1 		$1.8M Buy
76,400
+18,400
+32% +$424K 0.01% 1273
2013
Q4 		$1.53M Buy
58,000
+1,000
+2% +$22.8K 0.01% 1216
2013
Q3 		$1.21M Sell
57,000
-2,000
-3% -$38.2K 0.01% 1312
2013
Q2 		$926K Buy
+59,000
New +$915K ﹤0.01% 1476

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

Swiss National Bank's AEL Position: Q2 2024 in Review

Swiss National Bank sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 124,800 shares — an estimated $7.02M sold.

Swiss National Bank first reported a position in AEL in Q2 2013 and held it in 44 quarters. The position peaked at $8.21M in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Swiss National Bank reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Swiss National Bank sold 124,800 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $7.02M.
  • Swiss National Bank first reported a position in American Equity Investment Life Holding Company in Q2 2013 and held it in 44 quarters.
  • Swiss National Bank's American Equity Investment Life Holding Company position peaked at $8.21M in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Swiss National Bank's 13F filing for Q2 2024, filed 8 Aug 2024.