Hudock Inc’s Assurant AIZ Stock Holding History

Hudock Inc’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
2022 Q4	–	Sell	-75	Closed	-$10K	–	170
2022 Q3	$10K	Hold	75	–	–	﹤0.01%	523
2022 Q2	$12K	Hold	75	–	–	﹤0.01%	488
2022 Q1	$13K	Hold	75	–	–	﹤0.01%	505
2021 Q4	$11K	Hold	75	–	–	﹤0.01%	521
2021 Q3	$11K	Hold	75	–	–	﹤0.01%	541
2021 Q2	$11K	Hold	75	–	–	﹤0.01%	521
2021 Q1	$10K	Hold	75	–	–	﹤0.01%	527
2020 Q4	$10K	Hold	75	–	–	﹤0.01%	511
2020 Q3	$9K	Hold	75	–	–	﹤0.01%	469
2020 Q2	$7K	Hold	75	–	–	﹤0.01%	483
2020 Q1	$7K	Hold	75	–	–	﹤0.01%	432
2019 Q4	$9K	Hold	75	–	–	﹤0.01%	424
2019 Q3	$9K	Hold	75	–	–	﹤0.01%	428
2019 Q2	$7K	Hold	75	–	–	﹤0.01%	452
2019 Q1	$7K	Hold	75	–	–	﹤0.01%	440
2018 Q4	$6K	Hold	75	–	–	﹤0.01%	438
2018 Q3	$8K	Hold	75	–	–	﹤0.01%	446
2018 Q2	$7K	Hold	75	–	–	﹤0.01%	443
2018 Q1	$6K	Sell	75 -30	-29%	-$2.74K	﹤0.01%	459
2017 Q4	$10K	Hold	105	–	–	﹤0.01%	411
2017 Q3	$10K	Hold	105	–	–	﹤0.01%	415
2017 Q2	$10K	Hold	105	–	–	0.01%	397
2017 Q1	$10K	Hold	105	–	–	0.01%	390
2016 Q4	$9K	Hold	105	–	–	0.01%	395
2016 Q3	$9K	Sell	105 -330	-76%	-$28.9K	0.01%	404
2016 Q2	$37K	Sell	435 -315	-42%	-$26.5K	0.02%	260
2016 Q1	$57K	Buy	+750	New	+$56.9K	0.03%	209

Other funds holding AIZ

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Hudock Inc's AIZ Position: Q4 2022 in Review

Hudock Inc sold out of Assurant (AIZ) in Q4 2022, closing a stake of 75 shares — an estimated $10K sold.

Hudock Inc first reported a position in AIZ in Q1 2016 and held it in 27 quarters. The position peaked at $57K in Q1 2016. 424 funds tracked by Wall St. Rank hold AIZ as of Q4 2022.

Hudock Inc reported no remaining Assurant position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 75 Assurant shares in Q4 2022, an estimated $10K.
Hudock Inc first reported a position in Assurant in Q1 2016 and held it in 27 quarters.
Hudock Inc's Assurant position peaked at $57K in Q1 2016.
424 funds tracked by Wall St. Rank held Assurant as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.