DI
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Disciplined Investments’s Assurant AIZ Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-11
Closed -$1.38K – 152
2023
Q2 		$1.38K Buy
11
+5
+83% +$623 ﹤0.01% 819
2023
Q1 		$720 Sell
6
-5
-45% -$626 ﹤0.01% 1104
2022
Q4 		$1.38K Sell
11
-3
-21% -$400 ﹤0.01% 767
2022
Q3 		$2K Sell
14
-2
-13% -$327 ﹤0.01% 570
2022
Q2 		$3K Buy
16
+4
+33% +$724 ﹤0.01% 506
2022
Q1 		$2K Buy
+12
New +$1.97K ﹤0.01% 626

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's AIZ Position: Q3 2023 in Review

Disciplined Investments sold out of Assurant (AIZ) in Q3 2023, closing a stake of 11 shares — an estimated $1.38K sold.

Disciplined Investments first reported a position in AIZ in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 419 funds tracked by Wall St. Rank hold AIZ as of Q3 2023.

  • Disciplined Investments reported no remaining Assurant position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Assurant shares in Q3 2023, an estimated $1.38K.
  • Disciplined Investments first reported a position in Assurant in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Assurant position peaked at $3K in Q2 2022.
  • 419 funds tracked by Wall St. Rank held Assurant as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.