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KB Financial Partners’s Assurant AIZ Stock Holding History

KB Financial Partners’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
Q3 		$2K Hold
14
– – ﹤0.01% 482
2023
Q2 		$2K Hold
14
– – ﹤0.01% 504
2023
Q1 		$2K Buy
+14
New +$1.75K ﹤0.01% 489
2022
Q1 		– Sell
-2
Closed – – 604
2021
Q4 		$0 Buy
+2
New +$317 ﹤0.01% 654

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KB Financial Partners's AIZ Position: Q3 2023 in Review

KB Financial Partners held its Assurant (AIZ) position steady in Q3 2023 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

KB Financial Partners first reported a position in AIZ in Q4 2021 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold AIZ as of Q3 2023.

  • KB Financial Partners held 14 shares of Assurant worth $2K as of Q3 2023.
  • KB Financial Partners left its Assurant share count unchanged in Q3 2023.
  • Assurant made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #482 holding.
  • KB Financial Partners first reported a position in Assurant in Q4 2021 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held Assurant as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.