Thrivent Financial for Lutherans
AEL

Thrivent Financial for Lutherans’s American Equity Investment Life Holding Company AEL Stock Holding History

Thrivent Financial for Lutherans’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
-54,159
Closed -$3.04M – 2612
2024
Q1 		$3.04M Sell
54,159
-1,471
-3% -$81.7K 0.01% 1123
2023
Q4 		$3.1M Sell
55,630
-955
-2% -$51.9K 0.01% 1075
2023
Q3 		$3.04M Sell
56,585
-3,809
-6% -$204K 0.01% 1027
2023
Q2 		$3.15M Sell
60,394
-60,923
-50% -$2.45M 0.01% 1063
2023
Q1 		$4.43M Buy
121,317
+50,111
+70% +$2.13M 0.01% 854
2022
Q4 		$3.25M Sell
71,206
-9,886
-12% -$398K 0.01% 965
2022
Q3 		$3.02M Sell
81,092
-44,998
-36% -$1.69M 0.01% 991
2022
Q2 		$4.61M Sell
126,090
-71,888
-36% -$2.74M 0.01% 844
2022
Q1 		$7.9M Buy
197,978
+81
+0% +$3.26K 0.02% 748
2021
Q4 		$7.7M Sell
197,897
-28,783
-13% -$1M 0.01% 760
2021
Q3 		$6.7M Sell
226,680
-22,145
-9% -$691K 0.01% 795
2021
Q2 		$8.04M Sell
248,825
-86,946
-26% -$2.74M 0.02% 755
2021
Q1 		$10.6M Buy
335,771
+259,606
+341% +$7.73M 0.02% 642
2020
Q4 		$2.11M Sell
76,165
-32,856
-30% -$906K ﹤0.01% 1287
2020
Q3 		$2.4M Sell
109,021
-641
-0.6% -$15.3K 0.01% 1061
2020
Q2 		$2.71M Buy
109,662
+9,618
+10% +$201K 0.01% 918
2020
Q1 		$1.88M Buy
100,044
+27,549
+38% +$703K 0.01% 982
2019
Q4 		$2.17M Buy
72,495
+207
+0.3% +$5.61K 0.01% 1006
2019
Q3 		$1.75M Buy
72,288
+1,287
+2% +$31.1K 0.01% 1076
2019
Q2 		$1.93M Buy
71,001
+1,988
+3% +$56.9K 0.01% 1024
2019
Q1 		$1.86M Buy
69,013
+5,361
+8% +$162K 0.01% 998
2018
Q4 		$1.78M Buy
63,652
+2,383
+4% +$76.6K 0.01% 884
2018
Q3 		$2.17M Sell
61,269
-537
-0.9% -$19.4K 0.01% 868
2018
Q2 		$2.23M Buy
61,806
+1,307
+2% +$42.2K 0.01% 868
2018
Q1 		$1.78M Buy
60,499
+5,178
+9% +$166K 0.01% 949
2017
Q4 		$1.7M Buy
55,321
+1,091
+2% +$33.1K 0.01% 976
2017
Q3 		$1.58M Buy
54,230
+990
+2% +$27.3K 0.01% 955
2017
Q2 		$1.4M Buy
53,240
+2,980
+6% +$72.6K 0.01% 965
2017
Q1 		$1.19M Buy
50,260
+2,990
+6% +$74.3K 0.01% 1074
2016
Q4 		$1.06M Buy
47,270
+2,420
+5% +$48.4K ﹤0.01% 1116
2016
Q3 		$795K Buy
44,850
+5,190
+13% +$85.7K ﹤0.01% 1232
2016
Q2 		$565K Buy
39,660
+2,320
+6% +$35K ﹤0.01% 1363
2016
Q1 		$627K Sell
37,340
-277,520
-88% -$4.5M ﹤0.01% 1276
2015
Q4 		$7.57M Buy
314,860
+116,450
+59% +$2.97M 0.04% 432
2015
Q3 		$4.63M Buy
198,410
+168,410
+561% +$4.34M 0.02% 578
2015
Q2 		$809K Buy
30,000
+1,400
+5% +$38.3K ﹤0.01% 902
2015
Q1 		$833K Buy
28,600
+1,200
+4% +$33.7K ﹤0.01% 898
2014
Q4 		$800K Buy
+27,400
New +$713K ﹤0.01% 904

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 $1.64B AUM 26.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Thrivent Financial for Lutherans's AEL Position: Q2 2024 in Review

Thrivent Financial for Lutherans sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 54,159 shares — an estimated $3.04M sold.

Thrivent Financial for Lutherans first reported a position in AEL in Q4 2014 and held it in 38 quarters. The position peaked at $10.6M in Q1 2021. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Thrivent Financial for Lutherans reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 54,159 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $3.04M.
  • Thrivent Financial for Lutherans first reported a position in American Equity Investment Life Holding Company in Q4 2014 and held it in 38 quarters.
  • Thrivent Financial for Lutherans's American Equity Investment Life Holding Company position peaked at $10.6M in Q1 2021.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2024, filed 13 Aug 2024.