Kaizen Advisory’s Assurant AIZ Stock Holding History

Kaizen Advisory’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
2018 Q4	$12K	Buy	131 +22	+20%	+$2.15K	0.01%	549
2018 Q3	$12K	Hold	109	–	–	0.01%	558
2018 Q2	$11K	Buy	109 +51	+88%	+$4.8K	0.01%	566
2018 Q1	$5K	Hold	58	–	–	﹤0.01%	558
2017 Q4	$6K	Buy	+58	New	+$5.73K	﹤0.01%	542

Other funds holding AIZ

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Kaizen Advisory's AIZ Position: Q4 2018 in Review

Kaizen Advisory increased its Assurant (AIZ) stake by 20% in Q4 2018, buying an estimated $2.15K and bringing the position to 131 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #549.

Kaizen Advisory first reported a position in AIZ in Q4 2017 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold AIZ as of Q4 2018.

Kaizen Advisory held 131 shares of Assurant worth $12K as of Q4 2018.
Kaizen Advisory bought 22 Assurant shares in Q4 2018, an estimated $2.15K.
Assurant made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #549 holding.
Kaizen Advisory first reported a position in Assurant in Q4 2017 and has held it in 5 quarters since.
369 funds tracked by Wall St. Rank held Assurant as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.