EWM
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Elevatus Welath Management’s Assurant AIZ Stock Holding History

Elevatus Welath 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
2024
Q3 		– Sell
-19,391
Closed -$3.22M – 102
2024
Q2 		$3.22M Buy
+19,391
New +$3.36M 1.21% 31
2023
Q4 		– Sell
-11,750
Closed -$1.69M – 93
2023
Q3 		$1.69M Buy
+11,750
New +$1.61M 1.52% 20

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Elevatus Welath Management's AIZ Position: Q3 2024 in Review

Elevatus Welath Management sold out of Assurant (AIZ) in Q3 2024, closing a stake of 19,391 shares — an estimated $3.22M sold.

Elevatus Welath Management first reported a position in AIZ in Q3 2023 and held it in 2 quarters. The position peaked at $3.22M in Q2 2024. 522 funds tracked by Wall St. Rank hold AIZ as of Q3 2024.

  • Elevatus Welath Management reported no remaining Assurant position as of Q3 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 19,391 Assurant shares in Q3 2024, an estimated $3.22M.
  • Elevatus Welath Management first reported a position in Assurant in Q3 2023 and held it in 2 quarters.
  • Elevatus Welath Management's Assurant position peaked at $3.22M in Q2 2024.
  • 522 funds tracked by Wall St. Rank held Assurant as of Q3 2024.

Based on Elevatus Welath Management's 13F filing for Q3 2024, filed 14 Nov 2024.