LSAG
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Lake Street Advisors Group’s Assurant AIZ Stock Holding History

Lake Street Advisors 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
2024
Q4 		$245K Buy
1,150
+6
+0.5% +$1.25K 0.01% 509
2024
Q3 		$228K Buy
+1,144
New +$208K 0.01% 534
2024
Q2 		– Sell
-1,125
Closed -$212K – 625
2024
Q1 		$212K Buy
+1,125
New +$196K 0.01% 542

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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lake Street Advisors Group's AIZ Position: Q4 2024 in Review

Lake Street Advisors Group increased its Assurant (AIZ) stake by 0.52% in Q4 2024, buying an estimated $1.25K and bringing the position to 1,150 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #509.

Lake Street Advisors Group first reported a position in AIZ in Q1 2024 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

  • Lake Street Advisors Group held 1,150 shares of Assurant worth $245K as of Q4 2024.
  • Lake Street Advisors Group bought 6 Assurant shares in Q4 2024, an estimated $1.25K.
  • Assurant made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #509 holding.
  • Lake Street Advisors Group first reported a position in Assurant in Q1 2024 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.