AM Squared’s Assurant AIZ Stock Holding History

AM Squared’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
2023 Q4	–	Sell	-100	Closed	-$14.4K	–	26
2023 Q3	$14.4K	Hold	100	–	–	0.02%	74
2023 Q2	$12.6K	Buy	+100	New	+$12.5K	0.01%	112

Other funds holding AIZ

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AM Squared's AIZ Position: Q4 2023 in Review

AM Squared sold out of Assurant (AIZ) in Q4 2023, closing a stake of 100 shares — an estimated $14.4K sold.

AM Squared first reported a position in AIZ in Q2 2023 and held it in 2 quarters. The position peaked at $14.4K in Q3 2023. 485 funds tracked by Wall St. Rank hold AIZ as of Q4 2023.

AM Squared reported no remaining Assurant position as of Q4 2023 after selling out during the quarter.
AM Squared sold 100 Assurant shares in Q4 2023, an estimated $14.4K.
AM Squared first reported a position in Assurant in Q2 2023 and held it in 2 quarters.
AM Squared's Assurant position peaked at $14.4K in Q3 2023.
485 funds tracked by Wall St. Rank held Assurant as of Q4 2023.

Based on AM Squared's 13F filing for Q4 2023, filed 31 Jan 2024.