Farmers & Merchants Investments Inc’s Assurant AIZ Stock Holding History

Farmers & Merchants Investments Inc’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 Q4	–	Sell	-30	Closed	-$5.97K	–	1774
2024 Q3	$5.97K	Hold	30	–	–	﹤0.01%	781
2024 Q2	$4.99K	Hold	30	–	–	﹤0.01%	788
2024 Q1	$5.65K	Hold	30	–	–	﹤0.01%	731
2023 Q4	$5.05K	Hold	30	–	–	﹤0.01%	755
2023 Q3	$4.31K	Hold	30	–	–	﹤0.01%	762
2023 Q2	$3.77K	Hold	30	–	–	﹤0.01%	814
2023 Q1	$3.6K	Hold	30	–	–	﹤0.01%	801
2022 Q4	$3.75K	Hold	30	–	–	﹤0.01%	826
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	768
2022 Q2	$5K	Hold	30	–	–	﹤0.01%	837
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	869
2021 Q4	$5K	Hold	30	–	–	﹤0.01%	885
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	841
2021 Q2	$5K	Hold	30	–	–	﹤0.01%	772
2021 Q1	$4K	Hold	30	–	–	﹤0.01%	788
2020 Q4	$4K	Hold	30	–	–	﹤0.01%	775
2020 Q3	$4K	Hold	30	–	–	﹤0.01%	737
2020 Q2	$3K	Buy	30 +3	+11%	+$311	﹤0.01%	770
2020 Q1	$3K	Buy	+27	New	+$3.33K	﹤0.01%	733
2017 Q4	–	Sell	-14	Closed	-$1K	–	849
2017 Q3	$1K	Buy	14 +4	+40%	+$400	﹤0.01%	818
2017 Q2	$1K	Buy	+10	New	+$996	﹤0.01%	792

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Farmers & Merchants Investments Inc's AIZ Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of Assurant (AIZ) in Q4 2024, closing a stake of 30 shares — an estimated $5.97K sold.

Farmers & Merchants Investments Inc first reported a position in AIZ in Q2 2017 and held it in 21 quarters. The position peaked at $5.97K in Q3 2024. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining Assurant position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 30 Assurant shares in Q4 2024, an estimated $5.97K.
Farmers & Merchants Investments Inc first reported a position in Assurant in Q2 2017 and held it in 21 quarters.
Farmers & Merchants Investments Inc's Assurant position peaked at $5.97K in Q3 2024.
565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.