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Castleview Partners’s Assurant AIZ Stock Holding History

Castleview Partners’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
Q2 		$12K Buy
+80
New +$12.5K 0.01% 644

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's AIZ Position: Q2 2021 in Review

Castleview Partners opened a new position in Assurant (AIZ) in Q2 2021: 80 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings.

408 funds tracked by Wall St. Rank hold AIZ as of Q2 2021.

  • Castleview Partners held 80 shares of Assurant worth $12K as of Q2 2021.
  • Assurant was a new Castleview Partners position in Q2 2021.
  • Assurant made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #644 holding.
  • 408 funds tracked by Wall St. Rank held Assurant as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.