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Industrial Alliance Investment Management’s Assurant AIZ Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-1,410
Closed -$169K – 184
2023
Q1 		$169K Buy
+1,410
New +$176K ﹤0.01% 456

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Industrial Alliance Investment Management's AIZ Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Assurant (AIZ) in Q2 2023, closing a stake of 1,410 shares — an estimated $169K sold.

Industrial Alliance Investment Management first reported a position in AIZ in Q1 2023 and held it in 1 quarter. The position peaked at $169K in Q1 2023. 414 funds tracked by Wall St. Rank hold AIZ as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Assurant position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,410 Assurant shares in Q2 2023, an estimated $169K.
  • Industrial Alliance Investment Management first reported a position in Assurant in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Assurant position peaked at $169K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held Assurant as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.