Kore Private Wealth’s Assurant AIZ Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-147	Closed	-$15K	–	297
2020 Q2	$15K	Buy	+147	New	+$15.2K	﹤0.01%	702

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Kore Private Wealth's AIZ Position: Q3 2020 in Review

Kore Private Wealth sold out of Assurant (AIZ) in Q3 2020, closing a stake of 147 shares — an estimated $15K sold.

Kore Private Wealth first reported a position in AIZ in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2020.

Kore Private Wealth reported no remaining Assurant position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 147 Assurant shares in Q3 2020, an estimated $15K.
Kore Private Wealth first reported a position in Assurant in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Assurant position peaked at $15K in Q2 2020.
382 funds tracked by Wall St. Rank held Assurant as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.