DGAM
AIZ icon

Desjardins Global Asset Management’s Assurant AIZ Stock Holding History

Desjardins Global Asset 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
2023
Q4 		$11.8K Hold
70
– – ﹤0.01% 628
2023
Q3 		$10.1K Sell
70
-59
-46% -$8.08K ﹤0.01% 643
2023
Q2 		$16.2K Sell
129
-176
-58% -$21.9K ﹤0.01% 591
2023
Q1 		$37K Buy
+305
New +$38.2K ﹤0.01% 533

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Desjardins Global Asset Management's AIZ Position: Q4 2023 in Review

Desjardins Global Asset Management held its Assurant (AIZ) position steady in Q4 2023 at 70 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Desjardins Global Asset Management first reported a position in AIZ in Q1 2023 and has held it in 4 quarters since. The position peaked at $37K in Q1 2023. 485 funds tracked by Wall St. Rank hold AIZ as of Q4 2023.

  • Desjardins Global Asset Management held 70 shares of Assurant worth $11.8K as of Q4 2023.
  • Desjardins Global Asset Management left its Assurant share count unchanged in Q4 2023.
  • Assurant made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #628 holding.
  • Desjardins Global Asset Management first reported a position in Assurant in Q1 2023 and has held it in 4 quarters since.
  • Desjardins Global Asset Management's Assurant position peaked at $37K in Q1 2023.
  • 485 funds tracked by Wall St. Rank held Assurant as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.