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Cambridge Financial Group’s Assurant AIZ Stock Holding History

Cambridge Financial Group’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
2017
Q4 		– Sell
-62,241
Closed -$5.95M – 32
2017
Q3 		$5.95M Sell
62,241
-289
-0.5% -$28.9K 3.11% 23
2017
Q2 		$6.48M Sell
62,530
-1,241
-2% -$124K 3.47% 10
2017
Q1 		$6.1M Buy
63,771
+43
+0.1% +$4.16K 3.44% 11
2016
Q4 		$5.92M Buy
63,728
+1,315
+2% +$115K 3.45% 9
2016
Q3 		$5.76M Sell
62,413
-1,557
-2% -$136K 3.54% 9
2016
Q2 		$5.52M Sell
63,970
-1,341
-2% -$113K 3.38% 13
2016
Q1 		$5.04M Buy
+65,311
New +$4.96M 3.13% 20

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Cambridge Financial Group's AIZ Position: Q4 2017 in Review

Cambridge Financial Group sold out of Assurant (AIZ) in Q4 2017, closing a stake of 62,241 shares — an estimated $5.95M sold.

Cambridge Financial Group first reported a position in AIZ in Q1 2016 and held it in 7 quarters. The position peaked at $6.48M in Q2 2017. 374 funds tracked by Wall St. Rank hold AIZ as of Q4 2017.

  • Cambridge Financial Group reported no remaining Assurant position as of Q4 2017 after selling out during the quarter.
  • Cambridge Financial Group sold 62,241 Assurant shares in Q4 2017, an estimated $5.95M.
  • Cambridge Financial Group first reported a position in Assurant in Q1 2016 and held it in 7 quarters.
  • Cambridge Financial Group's Assurant position peaked at $6.48M in Q2 2017.
  • 374 funds tracked by Wall St. Rank held Assurant as of Q4 2017.

Based on Cambridge Financial Group's 13F filing for Q4 2017, filed 1 Feb 2018.