Cresset Asset Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $222K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $4K | Buy |
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