JOYN Advisors’s Assurant AIZ Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-22	Closed	-$2K	–	155
2018 Q4	$2K	Sell	22 -3	-12%	-$293	﹤0.01%	1464
2018 Q3	$3K	Hold	25	–	–	﹤0.01%	1314
2018 Q2	$3K	Sell	25 -22	-47%	-$2.07K	﹤0.01%	1266
2018 Q1	$4K	Buy	+47	New	+$4.3K	﹤0.01%	889

Other funds holding AIZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ECM

Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return

JOYN Advisors's AIZ Position: Q1 2019 in Review

JOYN Advisors sold out of Assurant (AIZ) in Q1 2019, closing a stake of 22 shares — an estimated $2K sold.

JOYN Advisors first reported a position in AIZ in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 392 funds tracked by Wall St. Rank hold AIZ as of Q1 2019.

JOYN Advisors reported no remaining Assurant position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 22 Assurant shares in Q1 2019, an estimated $2K.
JOYN Advisors first reported a position in Assurant in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Assurant position peaked at $4K in Q1 2018.
392 funds tracked by Wall St. Rank held Assurant as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.