WCMNY
AEL

Westchester Capital Management (New York)’s American Equity Investment Life Holding Company AEL Stock Holding History

Westchester Capital Management (New York)’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
-686,430
Closed -$38.6M – 271
2024
Q1 		$38.6M Buy
686,430
+247,224
+56% +$13.7M 1.42% 17
2023
Q4 		$24.5M Hold
439,206
– – 0.86% 25
2023
Q3 		$23.6M Buy
+439,206
New +$23.5M 0.69% 27
2021
Q2 		– Sell
-17,500
Closed -$552K – 359
2021
Q1 		$552K Sell
17,500
-12,500
-42% -$372K 0.02% 252
2020
Q4 		$830K Buy
+30,000
New +$827K 0.03% 158

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

Westchester Capital Management (New York)'s AEL Position: Q2 2024 in Review

Westchester Capital Management (New York) sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 686,430 shares — an estimated $38.6M sold.

Westchester Capital Management (New York) first reported a position in AEL in Q4 2020 and held it in 5 quarters. The position peaked at $38.6M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Westchester Capital Management (New York) reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 686,430 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $38.6M.
  • Westchester Capital Management (New York) first reported a position in American Equity Investment Life Holding Company in Q4 2020 and held it in 5 quarters.
  • Westchester Capital Management (New York)'s American Equity Investment Life Holding Company position peaked at $38.6M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2024, filed 14 Aug 2024.