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Chilton Capital Management’s Assurant AIZ Stock Holding History

Chilton Capital 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
2024
Q4 		– Sell
-20
Closed -$3.98K – 554
2024
Q3 		$3.98K Hold
20
– – ﹤0.01% 547
2024
Q2 		$3.33K Buy
+20
New +$3.47K ﹤0.01% 542

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Chilton Capital Management's AIZ Position: Q4 2024 in Review

Chilton Capital Management sold out of Assurant (AIZ) in Q4 2024, closing a stake of 20 shares — an estimated $3.98K sold.

Chilton Capital Management first reported a position in AIZ in Q2 2024 and held it in 2 quarters. The position peaked at $3.98K in Q3 2024. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

  • Chilton Capital Management reported no remaining Assurant position as of Q4 2024 after selling out during the quarter.
  • Chilton Capital Management sold 20 Assurant shares in Q4 2024, an estimated $3.98K.
  • Chilton Capital Management first reported a position in Assurant in Q2 2024 and held it in 2 quarters.
  • Chilton Capital Management's Assurant position peaked at $3.98K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.