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AIZ icon

Inspire Investing’s Assurant AIZ Stock Holding History

Inspire Investing’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
Q1 		– Sell
-6,963
Closed -$1.17M – 794
2023
Q4 		$1.17M Buy
6,963
+417
+6% +$66.3K 0.13% 200
2023
Q3 		$940K Buy
6,546
+4,061
+163% +$556K 0.12% 211
2023
Q2 		$312K Sell
2,485
-93
-4% -$11.6K 0.04% 734
2023
Q1 		$310K Buy
2,578
+417
+19% +$52.2K 0.04% 393
2022
Q4 		$270K Buy
2,161
+471
+28% +$62.7K 0.03% 339
2022
Q3 		$246K Buy
+1,690
New +$276K 0.03% 303
2021
Q3 		– Sell
-3,229
Closed -$504K – 796
2021
Q2 		$504K Sell
3,229
-2,084
-39% -$326K 0.07% 317
2021
Q1 		$753K Buy
5,313
+213
+4% +$28.7K 0.12% 185
2020
Q4 		$695K Buy
5,100
+1,924
+61% +$249K 0.15% 123
2020
Q3 		$385K Sell
3,176
-879
-22% -$101K 0.11% 168
2020
Q2 		$419K Sell
4,055
-10
-0.2% -$1.03K 0.14% 112
2020
Q1 		$423K Sell
4,065
-699
-15% -$86.2K 0.17% 118
2019
Q4 		$624K Sell
4,764
-429
-8% -$55.2K 0.22% 133
2019
Q3 		$653K Buy
5,193
+517
+11% +$61.4K 0.25% 98
2019
Q2 		$497K Sell
4,676
-77
-2% -$7.61K 0.21% 175
2019
Q1 		$451K Buy
4,753
+1,745
+58% +$169K 0.21% 176
2018
Q4 		$269K Buy
3,008
+179
+6% +$17.5K 0.18% 164
2018
Q3 		$305K Buy
2,829
+175
+7% +$18.5K 0.19% 151
2018
Q2 		$275K Sell
2,654
-20
-0.7% -$1.88K 0.2% 154
2018
Q1 		$244K Buy
2,674
+836
+45% +$76.4K 0.25% 118
2017
Q4 		$185K Buy
+1,838
New +$182K 0.16% 99

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Inspire Investing's AIZ Position: Q1 2024 in Review

Inspire Investing sold out of Assurant (AIZ) in Q1 2024, closing a stake of 6,963 shares — an estimated $1.17M sold.

Inspire Investing first reported a position in AIZ in Q4 2017 and held it in 21 quarters. The position peaked at $1.17M in Q4 2023. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

  • Inspire Investing reported no remaining Assurant position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 6,963 Assurant shares in Q1 2024, an estimated $1.17M.
  • Inspire Investing first reported a position in Assurant in Q4 2017 and held it in 21 quarters.
  • Inspire Investing's Assurant position peaked at $1.17M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.