Donoghue Forlines’s Assurant AIZ Stock Holding History

Donoghue Forlines’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	-19,422	Closed	-$2.44M	–	153
2019 Q3	$2.44M	Buy	+19,422	New	+$2.3M	0.35%	88

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Donoghue Forlines's AIZ Position: Q4 2019 in Review

Donoghue Forlines sold out of Assurant (AIZ) in Q4 2019, closing a stake of 19,422 shares — an estimated $2.44M sold.

Donoghue Forlines first reported a position in AIZ in Q3 2019 and held it in 1 quarter. The position peaked at $2.44M in Q3 2019. 390 funds tracked by Wall St. Rank hold AIZ as of Q4 2019.

Donoghue Forlines reported no remaining Assurant position as of Q4 2019 after selling out during the quarter.
Donoghue Forlines sold 19,422 Assurant shares in Q4 2019, an estimated $2.44M.
Donoghue Forlines first reported a position in Assurant in Q3 2019 and held it in 1 quarter.
Donoghue Forlines's Assurant position peaked at $2.44M in Q3 2019.
390 funds tracked by Wall St. Rank held Assurant as of Q4 2019.

Based on Donoghue Forlines's 13F filing for Q4 2019, filed 27 Jan 2020.