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Credit Suisse’s Assurant AIZ Stock Holding History

Credit Suisse’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
2019
Q4 		– Sell
-19,800
Closed -$2.49M – 4139
2019
Q3 		$2.49M Buy
+19,800
New +$2.35M ﹤0.01% 2310
2015
Q4 		– Sell
-69,300
Closed -$5.47M – 4200
2015
Q3 		$5.47M Buy
+69,300
New +$5.17M 0.01% 1504

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Credit Suisse's AIZ Position: Q1 2024 in Review

Credit Suisse increased its Assurant (AIZ) stake by 3.3% in Q1 2024, buying an estimated $691K and bringing the position to 124,764 shares worth $23.5M. The position accounts for 0.02% of the portfolio, ranked #588.

Credit Suisse first reported a position in AIZ in Q2 2013 and has held it in 44 quarters since. The position peaked at $24.1M in Q4 2019. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

  • Credit Suisse held 124,764 shares of Assurant worth $23.5M as of Q1 2024.
  • Credit Suisse bought 3,965 Assurant shares in Q1 2024, an estimated $691K.
  • Assurant made up 0.02% of Credit Suisse's portfolio in Q1 2024, its #588 holding.
  • Credit Suisse first reported a position in Assurant in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Assurant position peaked at $24.1M in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.