AIM
AIZ icon

Assured Investment Management’s Assurant AIZ Stock Holding History

Assured 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
2019
Q2 		– Sell
-101,721
Closed -$9.65M – 65
2019
Q1 		$9.65M Buy
101,721
+94,792
+1,368% +$9.18M 0.11% 66
2018
Q4 		$620K Sell
6,929
-28,996
-81% -$2.84M 0.02% 585
2018
Q3 		$3.88M Buy
+35,925
New +$3.8M 0.07% 311
2018
Q2 		– Sell
-50,799
Closed -$4.64M – 1158
2018
Q1 		$4.64M Buy
50,799
+12,966
+34% +$1.19M 0.11% 239
2017
Q4 		$3.81M Sell
37,833
-1,742
-4% -$172K 0.08% 275
2017
Q3 		$3.78M Buy
39,575
+11,476
+41% +$1.15M 0.08% 249
2017
Q2 		$2.91M Buy
28,099
+21,961
+358% +$2.19M 0.06% 203
2017
Q1 		$587K Buy
+6,138
New +$594K 0.01% 403
2016
Q4 		– Sell
-5,339
Closed -$493K – 583
2016
Q3 		$493K Sell
5,339
-12,322
-70% -$1.08M 0.01% 428
2016
Q2 		$1.52M Buy
17,661
+1,835
+12% +$154K 0.04% 186
2016
Q1 		$1.22M Buy
15,826
+11,261
+247% +$855K 0.03% 162
2015
Q4 		$368K Sell
4,565
-1,305
-22% -$108K 0.01% 366
2015
Q3 		$464K Buy
5,870
+2,122
+57% +$158K 0.01% 368
2015
Q2 		$251K Buy
3,748
+275
+8% +$17.7K ﹤0.01% 470
2015
Q1 		$213K Buy
+3,473
New +$220K ﹤0.01% 419

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Assured Investment Management's AIZ Position: Q2 2019 in Review

Assured Investment Management sold out of Assurant (AIZ) in Q2 2019, closing a stake of 101,721 shares — an estimated $9.65M sold.

Assured Investment Management first reported a position in AIZ in Q1 2015 and held it in 15 quarters. The position peaked at $9.65M in Q1 2019. 373 funds tracked by Wall St. Rank hold AIZ as of Q2 2019.

  • Assured Investment Management reported no remaining Assurant position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 101,721 Assurant shares in Q2 2019, an estimated $9.65M.
  • Assured Investment Management first reported a position in Assurant in Q1 2015 and held it in 15 quarters.
  • Assured Investment Management's Assurant position peaked at $9.65M in Q1 2019.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.