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Berman Capital Advisors’s Assurant AIZ Stock Holding History

Berman Capital 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
2021
Q3 		$19K Hold
120
– – ﹤0.01% 991
2021
Q2 		$18K Hold
120
– – ﹤0.01% 937
2021
Q1 		$17K Hold
120
– – ﹤0.01% 832
2020
Q4 		$16K Hold
120
– – ﹤0.01% 729
2020
Q3 		$14K Sell
120
-16
-12% -$1.84K ﹤0.01% 678
2020
Q2 		$14K Buy
136
+33
+32% +$3.42K ﹤0.01% 641
2020
Q1 		$10K Buy
103
+5
+5% +$616 ﹤0.01% 653
2019
Q4 		$12K Hold
98
– – ﹤0.01% 662
2019
Q3 		$12K Hold
98
– – ﹤0.01% 653
2019
Q2 		$10K Buy
98
+48
+96% +$4.74K ﹤0.01% 708
2019
Q1 		$4K Hold
50
– – ﹤0.01% 899
2018
Q4 		$4K Buy
+50
New +$4.89K ﹤0.01% 719

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's AIZ Position: Q3 2021 in Review

Berman Capital Advisors held its Assurant (AIZ) position steady in Q3 2021 at 120 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Berman Capital Advisors first reported a position in AIZ in Q4 2018 and has held it in 12 quarters since. 419 funds tracked by Wall St. Rank hold AIZ as of Q3 2021.

  • Berman Capital Advisors held 120 shares of Assurant worth $19K as of Q3 2021.
  • Berman Capital Advisors left its Assurant share count unchanged in Q3 2021.
  • Assurant made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #991 holding.
  • Berman Capital Advisors first reported a position in Assurant in Q4 2018 and has held it in 12 quarters since.
  • 419 funds tracked by Wall St. Rank held Assurant as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.