YCM
AEL

Yakira Capital Management’s American Equity Investment Life Holding Company AEL Stock Holding History

Yakira Capital Management’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
-151,725
Closed -$8.53M – 325
2024
Q1 		$8.53M Buy
151,725
+54,821
+57% +$3.05M 2.57% 7
2023
Q4 		$5.41M Buy
+96,904
New +$5.27M 1.76% 14

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

Yakira Capital Management's AEL Position: Q2 2024 in Review

Yakira Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 151,725 shares — an estimated $8.53M sold.

Yakira Capital Management first reported a position in AEL in Q4 2023 and held it in 2 quarters. The position peaked at $8.53M in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Yakira Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Yakira Capital Management sold 151,725 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $8.53M.
  • Yakira Capital Management first reported a position in American Equity Investment Life Holding Company in Q4 2023 and held it in 2 quarters.
  • Yakira Capital Management's American Equity Investment Life Holding Company position peaked at $8.53M in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Yakira Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.