Y-Intercept (HK)’s American Equity Investment Life Holding Company AEL Stock Holding History

Y-Intercept (HK)’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	-39,886	Closed	-$2.24M	–	2050
2024 Q1	$2.24M	Buy	39,886 +9,704	+32%	+$539K	0.17%	146
2023 Q4	$1.68M	Buy	+30,182	New	+$1.64M	0.16%	171

Other funds holding AEL

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Y-Intercept (HK)'s AEL Position: Q2 2024 in Review

Y-Intercept (HK) sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 39,886 shares — an estimated $2.24M sold.

Y-Intercept (HK) first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $2.24M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

Y-Intercept (HK) reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
Y-Intercept (HK) sold 39,886 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $2.24M.
Y-Intercept (HK) first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
Y-Intercept (HK)'s American Equity Investment Life Holding Company position peaked at $2.24M in Q1 2024.
6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Y-Intercept (HK)'s 13F filing for Q2 2024, filed 14 Aug 2024.