Gideon Capital Advisors’s Assurant AIZ Stock Holding History

Gideon Capital 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	-1,937	Closed	-$254K	–	8
2019 Q4	$254K	Sell	1,937 -1,284	-40%	-$165K	0.09%	231
2019 Q3	$405K	Buy	+3,221	New	+$382K	0.13%	197
2019 Q2	–	Sell	-2,411	Closed	-$229K	–	260
2019 Q1	$229K	Buy	+2,411	New	+$233K	0.08%	329
2017 Q2	–	Sell	-4,473	Closed	-$428K	–	246
2017 Q1	$428K	Buy	4,473 +1,899	+74%	+$184K	0.25%	146
2016 Q4	$240K	Buy	+2,574	New	+$225K	0.15%	326
2016 Q1	–	Sell	-13,637	Closed	-$1.1M	–	137
2015 Q4	$1.1M	Buy	+13,637	New	+$1.12M	0.8%	45
2015 Q1	–	Sell	-3,141	Closed	-$215K	–	220
2014 Q4	$215K	Buy	+3,141	New	+$209K	0.1%	188
2014 Q3	–	Sell	-11,459	Closed	-$751K	–	259
2014 Q2	$751K	Buy	11,459 +7,362	+180%	+$492K	0.27%	117
2014 Q1	$266K	Buy	4,097 +615	+18%	+$40.3K	0.15%	165
2013 Q4	$231K	Buy	+3,482	New	+$213K	0.14%	164

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gideon Capital Advisors's AIZ Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Assurant (AIZ) in Q1 2020, closing a stake of 1,937 shares — an estimated $254K sold.

Gideon Capital Advisors first reported a position in AIZ in Q4 2013 and held it in 10 quarters. The position peaked at $1.1M in Q4 2015. 373 funds tracked by Wall St. Rank hold AIZ as of Q1 2020.

Gideon Capital Advisors reported no remaining Assurant position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 1,937 Assurant shares in Q1 2020, an estimated $254K.
Gideon Capital Advisors first reported a position in Assurant in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Assurant position peaked at $1.1M in Q4 2015.
373 funds tracked by Wall St. Rank held Assurant as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.