AIM
AIZ icon

Ada Investment Management’s Assurant AIZ Stock Holding History

Ada Investment Management’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,211
Closed -$231K – 384
2015
Q3 		$231K Buy
+3,211
New +$240K 0.12% 354

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ada Investment Management's AIZ Position: Q4 2015 in Review

Ada Investment Management sold out of Assurant (AIZ) in Q4 2015, closing a stake of 3,211 shares — an estimated $231K sold.

Ada Investment Management first reported a position in AIZ in Q3 2015 and held it in 1 quarter. The position peaked at $231K in Q3 2015. 354 funds tracked by Wall St. Rank hold AIZ as of Q4 2015.

  • Ada Investment Management reported no remaining Assurant position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 3,211 Assurant shares in Q4 2015, an estimated $231K.
  • Ada Investment Management first reported a position in Assurant in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's Assurant position peaked at $231K in Q3 2015.
  • 354 funds tracked by Wall St. Rank held Assurant as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.