TIAA Trust, National Association
AEL

TIAA Trust, National Association’s American Equity Investment Life Holding Company AEL Stock Holding History

TIAA Trust, National Association’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
-57,774
Closed -$3.25M – 658
2024
Q1 		$3.25M Buy
57,774
+3
+0% +$167 0.01% 239
2023
Q4 		$3.22M Hold
57,771
– – 0.01% 231
2023
Q3 		$3.1M Buy
+57,771
New +$3.09M 0.01% 230

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

TIAA Trust, National Association's AEL Position: Q2 2024 in Review

TIAA Trust, National Association sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 57,774 shares — an estimated $3.25M sold.

TIAA Trust, National Association first reported a position in AEL in Q3 2023 and held it in 3 quarters. The position peaked at $3.25M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • TIAA Trust, National Association reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • TIAA Trust, National Association sold 57,774 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $3.25M.
  • TIAA Trust, National Association first reported a position in American Equity Investment Life Holding Company in Q3 2023 and held it in 3 quarters.
  • TIAA Trust, National Association's American Equity Investment Life Holding Company position peaked at $3.25M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on TIAA Trust, National Association's 13F filing for Q2 2024, filed 1 Aug 2024.