AIA
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Affinity Investment Advisors’s Assurant AIZ Stock Holding History

Affinity Investment Advisors’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
2020
Q1 		– Sell
-1,830
Closed -$240K – 136
2019
Q4 		$240K Buy
+1,830
New +$236K 0.09% 133
2015
Q1 		– Sell
-55,840
Closed -$3.82M – 116
2014
Q4 		$3.82M Hold
55,840
– – 0.35% 81
2014
Q3 		$3.59M Buy
+55,840
New +$3.65M 0.36% 84

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Affinity Investment Advisors's AIZ Position: Q1 2020 in Review

Affinity Investment Advisors sold out of Assurant (AIZ) in Q1 2020, closing a stake of 1,830 shares — an estimated $240K sold.

Affinity Investment Advisors first reported a position in AIZ in Q3 2014 and held it in 3 quarters. The position peaked at $3.82M in Q4 2014. 373 funds tracked by Wall St. Rank hold AIZ as of Q1 2020.

  • Affinity Investment Advisors reported no remaining Assurant position as of Q1 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,830 Assurant shares in Q1 2020, an estimated $240K.
  • Affinity Investment Advisors first reported a position in Assurant in Q3 2014 and held it in 3 quarters.
  • Affinity Investment Advisors's Assurant position peaked at $3.82M in Q4 2014.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q1 2020.

Based on Affinity Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.