YMRC
AEL

Yorktown Management & Research Company’s American Equity Investment Life Holding Company AEL Stock Holding History

Yorktown Management & Research Company’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
-12,400
Closed -$697K – 247
2024
Q1 		$697K Hold
12,400
– – 0.66% 35
2023
Q4 		$692K Hold
12,400
– – 0.72% 31
2023
Q3 		$665K Hold
12,400
– – 0.75% 24
2023
Q2 		$646K Sell
12,400
-3,500
-22% -$141K 0.69% 32
2023
Q1 		$580K Hold
15,900
– – 0.63% 43
2022
Q4 		$725K Buy
+15,900
New +$640K 0.89% 20

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

Yorktown Management & Research Company's AEL Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 12,400 shares — an estimated $697K sold.

Yorktown Management & Research Company first reported a position in AEL in Q4 2022 and held it in 6 quarters. The position peaked at $725K in Q4 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Yorktown Management & Research Company reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 12,400 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $697K.
  • Yorktown Management & Research Company first reported a position in American Equity Investment Life Holding Company in Q4 2022 and held it in 6 quarters.
  • Yorktown Management & Research Company's American Equity Investment Life Holding Company position peaked at $725K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.