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Ground Swell Capital’s Assurant AIZ Stock Holding History

Ground Swell Capital’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
2014
Q3 		$8K Buy
120
+40
+50% +$2.62K 0.02% 1158
2014
Q2 		$5K Buy
+80
New +$5.35K 0.01% 1056

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ground Swell Capital's AIZ Position: Q3 2014 in Review

Ground Swell Capital increased its Assurant (AIZ) stake by 50% in Q3 2014, buying an estimated $2.62K and bringing the position to 120 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #1158.

Ground Swell Capital first reported a position in AIZ in Q2 2014 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold AIZ as of Q3 2014.

  • Ground Swell Capital held 120 shares of Assurant worth $8K as of Q3 2014.
  • Ground Swell Capital bought 40 Assurant shares in Q3 2014, an estimated $2.62K.
  • Assurant made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1158 holding.
  • Ground Swell Capital first reported a position in Assurant in Q2 2014 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Assurant as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.