EPA
AIZ icon

Element Pointe Advisors’s Assurant AIZ Stock Holding History

Element Pointe Advisors’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
2020
Q1 		– Sell
-3,225
Closed -$423K – 83
2019
Q4 		$423K Buy
3,225
+195
+6% +$25.1K 0.22% 54
2019
Q3 		$381K Sell
3,030
-45
-1% -$5.34K 0.22% 54
2019
Q2 		$327K Hold
3,075
– – 0.18% 66
2019
Q1 		$292K Sell
3,075
-215
-7% -$20.8K 0.17% 57
2018
Q4 		$294K Buy
+3,290
New +$322K 0.19% 54

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Element Pointe Advisors's AIZ Position: Q1 2020 in Review

Element Pointe Advisors sold out of Assurant (AIZ) in Q1 2020, closing a stake of 3,225 shares — an estimated $423K sold.

Element Pointe Advisors first reported a position in AIZ in Q4 2018 and held it in 5 quarters. The position peaked at $423K in Q4 2019. 373 funds tracked by Wall St. Rank hold AIZ as of Q1 2020.

  • Element Pointe Advisors reported no remaining Assurant position as of Q1 2020 after selling out during the quarter.
  • Element Pointe Advisors sold 3,225 Assurant shares in Q1 2020, an estimated $423K.
  • Element Pointe Advisors first reported a position in Assurant in Q4 2018 and held it in 5 quarters.
  • Element Pointe Advisors's Assurant position peaked at $423K in Q4 2019.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q1 2020.

Based on Element Pointe Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.