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Baker Avenue Asset Management’s Assurant AIZ Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-10
Closed -$1.44K – 400
2023
Q3 		$1.44K Buy
+10
New +$1.37K ﹤0.01% 1200

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baker Avenue Asset Management's AIZ Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Assurant (AIZ) in Q4 2023, closing a stake of 10 shares — an estimated $1.44K sold.

Baker Avenue Asset Management first reported a position in AIZ in Q3 2023 and held it in 1 quarter. The position peaked at $1.44K in Q3 2023. 485 funds tracked by Wall St. Rank hold AIZ as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Assurant position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 10 Assurant shares in Q4 2023, an estimated $1.44K.
  • Baker Avenue Asset Management first reported a position in Assurant in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Assurant position peaked at $1.44K in Q3 2023.
  • 485 funds tracked by Wall St. Rank held Assurant as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.