Zurich Cantonal Bank
AEL

Zurich Cantonal Bank’s American Equity Investment Life Holding Company AEL Stock Holding History

Zurich Cantonal Bank’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
-10,888
Closed -$612K – 2745
2024
Q1 		$612K Hold
10,888
– – ﹤0.01% 1342
2023
Q4 		$608K Hold
10,888
– – ﹤0.01% 1381
2023
Q3 		$584K Buy
10,888
+1,176
+12% +$62.9K ﹤0.01% 1300
2023
Q2 		$506K Hold
9,712
– – ﹤0.01% 1340
2023
Q1 		$354K Buy
9,712
+1,110
+13% +$47.2K ﹤0.01% 1509
2022
Q4 		$392K Sell
8,602
-1,033
-11% -$41.6K ﹤0.01% 1399
2022
Q3 		$359K Hold
9,635
– – ﹤0.01% 1397
2022
Q2 		$352K Sell
9,635
-2,831
-23% -$108K ﹤0.01% 1452
2022
Q1 		$498K Buy
12,466
+1,427
+13% +$57.5K ﹤0.01% 1327
2021
Q4 		$430K Buy
11,039
+2,604
+31% +$90.8K ﹤0.01% 1564
2021
Q3 		$249K Hold
8,435
– – ﹤0.01% 1780
2021
Q2 		$273K Sell
8,435
-648
-7% -$20.5K ﹤0.01% 1607
2021
Q1 		$286K Sell
9,083
-2,786
-23% -$83K ﹤0.01% 1572
2020
Q4 		$328K Buy
11,869
+2,919
+33% +$80.5K ﹤0.01% 1535
2020
Q3 		$197K Hold
8,950
– – ﹤0.01% 1599
2020
Q2 		$221K Buy
8,950
+1,626
+22% +$33.9K ﹤0.01% 1457
2020
Q1 		$138K Hold
7,324
– – ﹤0.01% 1417
2019
Q4 		$219K Buy
7,324
+1,529
+26% +$41.5K ﹤0.01% 1289
2019
Q3 		$140K Buy
5,795
+689
+13% +$16.7K ﹤0.01% 1438
2019
Q2 		$139K Hold
5,106
– – ﹤0.01% 1439
2019
Q1 		$138K Sell
5,106
-883
-15% -$26.8K ﹤0.01% 1384
2018
Q4 		$167K Hold
5,989
– – ﹤0.01% 1310
2018
Q3 		$212K Buy
5,989
+534
+10% +$19.3K ﹤0.01% 1272
2018
Q2 		$196K Hold
5,455
– – ﹤0.01% 1249
2018
Q1 		$160K Hold
5,455
– – ﹤0.01% 1322
2017
Q4 		$168K Buy
5,455
+1,507
+38% +$45.7K ﹤0.01% 1288
2017
Q3 		$115K Hold
3,948
– – ﹤0.01% 1310
2017
Q2 		$104K Buy
3,948
+414
+12% +$10.1K ﹤0.01% 1346
2017
Q1 		$84K Hold
3,534
– – ﹤0.01% 1476
2016
Q4 		$80K Buy
3,534
+1,362
+63% +$27.2K ﹤0.01% 1445
2016
Q3 		$39K Buy
2,172
+384
+21% +$6.34K ﹤0.01% 1806
2016
Q2 		$25K Hold
1,788
– – ﹤0.01% 1937
2016
Q1 		$30K Hold
1,788
– – ﹤0.01% 1744
2015
Q4 		$43K Buy
1,788
+508
+40% +$13K ﹤0.01% 1527
2015
Q3 		$30K Buy
1,280
+876
+217% +$22.6K ﹤0.01% 1362
2015
Q2 		$11K Hold
404
– – ﹤0.01% 1347
2015
Q1 		$12K Buy
+404
New +$11.3K ﹤0.01% 1288

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

Zurich Cantonal Bank's AEL Position: Q2 2024 in Review

Zurich Cantonal Bank sold out of American Equity Investment Life Holding Company (AEL) in Q2 2024, closing a stake of 10,888 shares — an estimated $612K sold.

Zurich Cantonal Bank first reported a position in AEL in Q1 2015 and held it in 37 quarters. The position peaked at $612K in Q1 2024. 6 funds tracked by Wall St. Rank hold AEL as of Q2 2024.

  • Zurich Cantonal Bank reported no remaining American Equity Investment Life Holding Company position as of Q2 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 10,888 American Equity Investment Life Holding Company shares in Q2 2024, an estimated $612K.
  • Zurich Cantonal Bank first reported a position in American Equity Investment Life Holding Company in Q1 2015 and held it in 37 quarters.
  • Zurich Cantonal Bank's American Equity Investment Life Holding Company position peaked at $612K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held American Equity Investment Life Holding Company as of Q2 2024.

Based on Zurich Cantonal Bank's 13F filing for Q2 2024, filed 29 Jul 2024.