Advisors Preferred’s Assurant AIZ Stock Holding History

Advisors Preferred’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
2024 Q2	–	Sell	-13,208	Closed	-$2.47M	–	157
2024 Q1	$2.47M	Sell	13,208 -1,948	-13%	-$339K	0.42%	48
2023 Q4	$2.57M	Buy	+15,156	New	+$2.41M	0.43%	50
2017 Q3	–	Sell	-739	Closed	-$77K	–	209
2017 Q2	$77K	Sell	739 -353	-32%	-$35.2K	0.04%	108
2017 Q1	$104	Buy	+1,092	New	+$106K	0.05%	108
2015 Q1	–	Sell	-2,507	Closed	-$172K	–	253
2014 Q4	$172K	Buy	+2,507	New	+$167K	0.08%	157

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisors Preferred's AIZ Position: Q2 2024 in Review

Advisors Preferred sold out of Assurant (AIZ) in Q2 2024, closing a stake of 13,208 shares — an estimated $2.47M sold.

Advisors Preferred first reported a position in AIZ in Q4 2014 and held it in 5 quarters. The position peaked at $2.57M in Q4 2023. 517 funds tracked by Wall St. Rank hold AIZ as of Q2 2024.

Advisors Preferred reported no remaining Assurant position as of Q2 2024 after selling out during the quarter.
Advisors Preferred sold 13,208 Assurant shares in Q2 2024, an estimated $2.47M.
Advisors Preferred first reported a position in Assurant in Q4 2014 and held it in 5 quarters.
Advisors Preferred's Assurant position peaked at $2.57M in Q4 2023.
517 funds tracked by Wall St. Rank held Assurant as of Q2 2024.

Based on Advisors Preferred's 13F filing for Q2 2024, filed 30 Jul 2024.