UB
AEL

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

UMB 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
-28
Closed -$1.57K – 2254
2024
Q1 		$1.57K Buy
+28
New +$1.56K ﹤0.01% 1604

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

UMB Bank's AEL Position: Q2 2024 in Review

UMB Bank sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 28 shares — an estimated $1.57K sold.

UMB Bank first reported a position in AEL in Q1 2024 and held it in 1 quarter. The position peaked at $1.57K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • UMB Bank reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • UMB Bank sold 28 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.57K.
  • UMB Bank first reported a position in American Equity Investment Life Holding Company in Q1 2024 and held it in 1 quarter.
  • UMB Bank's American Equity Investment Life Holding Company position peaked at $1.57K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.