YCM
AEL

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

Yousif 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
-29,535
Closed -$1.66M – 1997
2024
Q1 		$1.66M Sell
29,535
-1,601
-5% -$89K 0.02% 906
2023
Q4 		$1.74M Buy
31,136
+300
+1% +$16.3K 0.02% 892
2023
Q3 		$1.65M Sell
30,836
-2,637
-8% -$141K 0.02% 857
2023
Q2 		$1.74M Sell
33,473
-5,569
-14% -$224K 0.02% 848
2023
Q1 		$1.42M Sell
39,042
-5,015
-11% -$213K 0.02% 948
2022
Q4 		$2.01M Sell
44,057
-13,415
-23% -$540K 0.03% 762
2022
Q3 		$2.14M Sell
57,472
-5,874
-9% -$220K 0.03% 685
2022
Q2 		$2.32M Sell
63,346
-11,585
-15% -$441K 0.03% 713
2022
Q1 		$2.99M Buy
74,931
+295
+0.4% +$11.9K 0.03% 647
2021
Q4 		$2.9M Buy
+74,636
New +$2.6M 0.03% 697

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

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

Yousif Capital Management sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 29,535 shares — an estimated $1.66M sold.

Yousif Capital Management first reported a position in AEL in Q4 2021 and held it in 10 quarters. The position peaked at $2.99M in Q1 2022. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Yousif Capital Management reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Yousif Capital Management sold 29,535 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $1.66M.
  • Yousif Capital Management first reported a position in American Equity Investment Life Holding Company in Q4 2021 and held it in 10 quarters.
  • Yousif Capital Management's American Equity Investment Life Holding Company position peaked at $2.99M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Yousif Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.