EWM
AIZ icon

Evermay Wealth Management’s Assurant AIZ Stock Holding History

Evermay Wealth 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
Q1 		– Sell
-840
Closed -$105K – 539
2022
Q4 		$105K Hold
840
– – 0.02% 222
2022
Q3 		$122K Buy
840
+170
+25% +$27.8K 0.02% 199
2022
Q2 		$116K Sell
670
-53
-7% -$9.6K 0.02% 205
2022
Q1 		$131K Buy
+723
New +$118K 0.02% 225

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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evermay Wealth Management's AIZ Position: Q1 2023 in Review

Evermay Wealth Management sold out of Assurant (AIZ) in Q1 2023, closing a stake of 840 shares — an estimated $105K sold.

Evermay Wealth Management first reported a position in AIZ in Q1 2022 and held it in 4 quarters. The position peaked at $131K in Q1 2022. 416 funds tracked by Wall St. Rank hold AIZ as of Q1 2023.

  • Evermay Wealth Management reported no remaining Assurant position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 840 Assurant shares in Q1 2023, an estimated $105K.
  • Evermay Wealth Management first reported a position in Assurant in Q1 2022 and held it in 4 quarters.
  • Evermay Wealth Management's Assurant position peaked at $131K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Assurant as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.