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Harel Insurance Investments & Financial Services’s Assurant AIZ Stock Holding History

Harel Insurance Investments & Financial Services’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
-1,372
Closed -$172K – 695
2022
Q4 		$172K Buy
+1,372
New +$183K ﹤0.01% 302

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 $315B AUM 27.84% 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

Harel Insurance Investments & Financial Services's AIZ Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of Assurant (AIZ) in Q1 2023, closing a stake of 1,372 shares — an estimated $172K sold.

Harel Insurance Investments & Financial Services first reported a position in AIZ in Q4 2022 and held it in 1 quarter. The position peaked at $172K in Q4 2022. 416 funds tracked by Wall St. Rank hold AIZ as of Q1 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Assurant position as of Q1 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,372 Assurant shares in Q1 2023, an estimated $172K.
  • Harel Insurance Investments & Financial Services first reported a position in Assurant in Q4 2022 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Assurant position peaked at $172K in Q4 2022.
  • 416 funds tracked by Wall St. Rank held Assurant as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.