Kowal Investment Group’s Assurant AIZ Stock Holding History

Kowal Investment Group’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 Q4	–	Sell	-31	Closed	-$5K	–	136
2021 Q3	$5K	Buy	+31	New	+$5K	﹤0.01%	627

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's AIZ Position: Q4 2021 in Review

Kowal Investment Group sold out of Assurant (AIZ) in Q4 2021, closing a stake of 31 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in AIZ in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 421 funds tracked by Wall St. Rank hold AIZ as of Q4 2021.

Kowal Investment Group reported no remaining Assurant position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 31 Assurant shares in Q4 2021, an estimated $5K.
Kowal Investment Group first reported a position in Assurant in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Assurant position peaked at $5K in Q3 2021.
421 funds tracked by Wall St. Rank held Assurant as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.