Contravisory Investment Management’s Assurant AIZ Stock Holding History

Contravisory Investment 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 Q3	–	Sell	-2,696	Closed	-$448K	–	345
2024 Q2	$448K	Buy	+2,696	New	+$468K	0.1%	136
2020 Q2	–	Sell	-2,901	Closed	-$302K	–	254
2020 Q1	$302K	Buy	+2,901	New	+$358K	0.13%	78
2018 Q1	–	Sell	-3,017	Closed	-$304K	–	332
2017 Q4	$304K	Buy	3,017 +282	+10%	+$27.9K	0.11%	108
2017 Q3	$261K	Sell	2,735 -31	-1%	-$3.1K	0.09%	114
2017 Q2	$287K	Buy	2,766 +1,448	+110%	+$144K	0.1%	71
2017 Q1	$126K	Buy	1,318 +1,002	+317%	+$96.9K	0.04%	143
2016 Q4	$29K	Buy	316 +142	+82%	+$12.4K	0.01%	147
2016 Q3	$16K	Buy	+174	New	+$15.2K	0.01%	127

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Contravisory Investment Management's AIZ Position: Q3 2024 in Review

Contravisory Investment Management sold out of Assurant (AIZ) in Q3 2024, closing a stake of 2,696 shares — an estimated $448K sold.

Contravisory Investment Management first reported a position in AIZ in Q3 2016 and held it in 8 quarters. The position peaked at $448K in Q2 2024. 522 funds tracked by Wall St. Rank hold AIZ as of Q3 2024.

Contravisory Investment Management reported no remaining Assurant position as of Q3 2024 after selling out during the quarter.
Contravisory Investment Management sold 2,696 Assurant shares in Q3 2024, an estimated $448K.
Contravisory Investment Management first reported a position in Assurant in Q3 2016 and held it in 8 quarters.
Contravisory Investment Management's Assurant position peaked at $448K in Q2 2024.
522 funds tracked by Wall St. Rank held Assurant as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.