Gradient Investments’s Assurant AIZ Stock Holding History

Gradient Investments’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 Q1	–	Sell	-379	Closed	-$63.9K	–	1251
2023 Q4	$63.9K	Hold	379	–	–	﹤0.01%	494
2023 Q3	$54.4K	Hold	379	–	–	﹤0.01%	492
2023 Q2	$47.6K	Hold	379	–	–	﹤0.01%	514
2023 Q1	$45.5K	Hold	379	–	–	﹤0.01%	510
2022 Q4	$47.4K	Hold	379	–	–	﹤0.01%	517
2022 Q3	$55K	Hold	379	–	–	﹤0.01%	461
2022 Q2	$66K	Hold	379	–	–	﹤0.01%	427
2022 Q1	$69K	Hold	379	–	–	﹤0.01%	421
2021 Q4	$59K	Hold	379	–	–	﹤0.01%	452
2021 Q3	$60K	Hold	379	–	–	﹤0.01%	455
2021 Q2	$59K	Hold	379	–	–	﹤0.01%	448
2021 Q1	$54K	Buy	+379	New	+$51.1K	﹤0.01%	452
2019 Q4	–	Sell	-3	Closed	–	–	1088
2019 Q3	$0	Buy	+3	New	+$356	﹤0.01%	1099
2018 Q2	–	Sell	-2	Closed	–	–	975
2018 Q1	$0	Hold	2	–	–	﹤0.01%	993
2017 Q4	$0	Buy	+2	New	+$198	﹤0.01%	1002
2016 Q3	–	Sell	-15	Closed	-$1K	–	705
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	636
2016 Q1	$1K	Hold	15	–	–	﹤0.01%	645
2015 Q4	$1K	Buy	+15	New	+$1.24K	﹤0.01%	612

Other funds holding AIZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gradient Investments's AIZ Position: Q1 2024 in Review

Gradient Investments sold out of Assurant (AIZ) in Q1 2024, closing a stake of 379 shares — an estimated $63.9K sold.

Gradient Investments first reported a position in AIZ in Q4 2015 and held it in 18 quarters. The position peaked at $69K in Q1 2022. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

Gradient Investments reported no remaining Assurant position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 379 Assurant shares in Q1 2024, an estimated $63.9K.
Gradient Investments first reported a position in Assurant in Q4 2015 and held it in 18 quarters.
Gradient Investments's Assurant position peaked at $69K in Q1 2022.
510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.