HWM
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Hohimer Wealth Management’s Assurant AIZ Stock Holding History

Hohimer Wealth Management’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
2021
Q4 		– Sell
-1,386
Closed -$219K – 212
2021
Q3 		$219K Hold
1,386
– – 0.05% 165
2021
Q2 		$216K Buy
+1,386
New +$216K 0.04% 170

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hohimer Wealth Management's AIZ Position: Q4 2021 in Review

Hohimer Wealth Management sold out of Assurant (AIZ) in Q4 2021, closing a stake of 1,386 shares — an estimated $219K sold.

Hohimer Wealth Management first reported a position in AIZ in Q2 2021 and held it in 2 quarters. The position peaked at $219K in Q3 2021. 421 funds tracked by Wall St. Rank hold AIZ as of Q4 2021.

  • Hohimer Wealth Management reported no remaining Assurant position as of Q4 2021 after selling out during the quarter.
  • Hohimer Wealth Management sold 1,386 Assurant shares in Q4 2021, an estimated $219K.
  • Hohimer Wealth Management first reported a position in Assurant in Q2 2021 and held it in 2 quarters.
  • Hohimer Wealth Management's Assurant position peaked at $219K in Q3 2021.
  • 421 funds tracked by Wall St. Rank held Assurant as of Q4 2021.

Based on Hohimer Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.