CSat Investment Advisory’s Assurant AIZ Stock Holding History

CSat Investment Advisory’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 Q1	$108K	Buy	764 +200	+35%	+$26.9K	0.09%	79
2020 Q4	$77K	Sell	564 -293	-34%	-$37.9K	0.07%	100
2020 Q3	$104K	Sell	857 -36	-4%	-$4.13K	0.01%	446
2020 Q2	$92K	Buy	893 +403	+82%	+$41.7K	0.01%	502
2020 Q1	$51K	Buy	490 +13	+3%	+$1.6K	0.01%	518
2019 Q4	$62K	Buy	477 +33	+7%	+$4.25K	0.02%	545
2019 Q3	$56K	Sell	444 -111	-20%	-$13.2K	0.02%	474
2019 Q2	$59K	Sell	555 -2	-0.4%	-$198	0.02%	420
2019 Q1	$53K	Sell	557 -24	-4%	-$2.32K	0.03%	159
2018 Q4	$52K	Buy	581 +217	+60%	+$21.2K	0.03%	153
2018 Q3	$39K	Buy	364 +25	+7%	+$2.65K	0.02%	155
2018 Q2	$35K	Buy	+339	New	+$31.9K	0.02%	165

Other funds holding AIZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CSat Investment Advisory's AIZ Position: Q1 2021 in Review

CSat Investment Advisory increased its Assurant (AIZ) stake by 35% in Q1 2021, buying an estimated $26.9K and bringing the position to 764 shares worth $108K. The position accounts for 0.09% of the portfolio, ranked #79.

CSat Investment Advisory first reported a position in AIZ in Q2 2018 and has held it in 12 quarters since. 401 funds tracked by Wall St. Rank hold AIZ as of Q1 2021.

CSat Investment Advisory held 764 shares of Assurant worth $108K as of Q1 2021.
CSat Investment Advisory bought 200 Assurant shares in Q1 2021, an estimated $26.9K.
Assurant made up 0.09% of CSat Investment Advisory's portfolio in Q1 2021, its #79 holding.
CSat Investment Advisory first reported a position in Assurant in Q2 2018 and has held it in 12 quarters since.
401 funds tracked by Wall St. Rank held Assurant as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.