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Beacon Capital Management Inc (Ohio)’s Assurant AIZ Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q4 		– Sell
-17
Closed -$2K – 79
2020
Q3 		$2K Buy
+17
New +$1.95K ﹤0.01% 71

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Viking Global Investors
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s AIZ Position: Q4 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of Assurant (AIZ) in Q4 2020, closing a stake of 17 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in AIZ in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 425 funds tracked by Wall St. Rank hold AIZ as of Q4 2020.

  • Beacon Capital Management Inc (Ohio) reported no remaining Assurant position as of Q4 2020 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 17 Assurant shares in Q4 2020, an estimated $2K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Assurant in Q3 2020 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Assurant position peaked at $2K in Q3 2020.
  • 425 funds tracked by Wall St. Rank held Assurant as of Q4 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2020, filed 27 Jan 2021.