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Householder Group Estate & Retirement Specialist’s Assurant AIZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-493
Closed -$98K – 554
2024
Q3 		$98K Hold
493
– – 0.03% 360
2024
Q2 		$82K Hold
493
– – 0.02% 388
2024
Q1 		$93K Hold
493
– – 0.03% 357
2023
Q4 		$83K Sell
493
-3
-0.6% -$477 0.03% 365
2023
Q3 		$71.3K Buy
+496
New +$68K 0.03% 385
2023
Q1 		$60K Buy
496
+1
+0.2% +$125 0.02% 404
2022
Q4 		$61K Sell
495
-6
-1% -$799 0.09% 102
2022
Q3 		$72K Buy
+501
New +$81.8K 0.03% 324

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AIZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Assurant (AIZ) in Q4 2024, closing a stake of 493 shares — an estimated $98K sold.

Householder Group Estate & Retirement Specialist first reported a position in AIZ in Q3 2022 and held it in 8 quarters. The position peaked at $98K in Q3 2024. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Assurant position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 493 Assurant shares in Q4 2024, an estimated $98K.
  • Householder Group Estate & Retirement Specialist first reported a position in Assurant in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Assurant position peaked at $98K in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.