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Kiwi Wealth Investments Limited Partnership’s Assurant AIZ Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021
Q1 		– Sell
-9,501
Closed -$1.29M – 218
2020
Q4 		$1.29M Hold
9,501
– – 0.08% 203
2020
Q3 		$1.15M Buy
9,501
+5,056
+114% +$581K 0.08% 202
2020
Q2 		$459K Sell
4,445
-20,407
-82% -$2.11M 0.04% 198
2020
Q1 		$2.59M Buy
24,852
+3,233
+15% +$399K 0.26% 104
2019
Q4 		$2.83M Buy
+21,619
New +$2.78M 0.21% 121

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's AIZ Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Assurant (AIZ) in Q1 2021, closing a stake of 9,501 shares — an estimated $1.29M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AIZ in Q4 2019 and held it in 5 quarters. The position peaked at $2.83M in Q4 2019. 401 funds tracked by Wall St. Rank hold AIZ as of Q1 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Assurant position as of Q1 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 9,501 Assurant shares in Q1 2021, an estimated $1.29M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Assurant in Q4 2019 and held it in 5 quarters.
  • Kiwi Wealth Investments Limited Partnership's Assurant position peaked at $2.83M in Q4 2019.
  • 401 funds tracked by Wall St. Rank held Assurant as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.