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Liberty Mutual Group Asset Management’s Assurant AIZ Stock Holding History

Liberty Mutual Group Asset Management’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
2018
Q4 		– Sell
-2,106
Closed -$227K – 54
2018
Q3 		$227K Hold
2,106
– – ﹤0.01% 936
2018
Q2 		$218K Buy
+2,106
New +$198K 0.01% 957
2018
Q1 		– Sell
-2,148
Closed -$217K – 961
2017
Q4 		$217K Sell
2,148
-276
-11% -$27.3K 0.01% 957
2017
Q3 		$231K Sell
2,424
-1,317
-35% -$132K 0.01% 926
2017
Q2 		$388K Buy
3,741
+1,262
+51% +$126K 0.02% 918
2017
Q1 		$236K Sell
2,479
-1,248
-33% -$121K 0.01% 977
2016
Q4 		$346K Buy
3,727
+622
+20% +$54.4K 0.01% 969
2016
Q3 		$286K Sell
3,105
-2,718
-47% -$238K 0.01% 968
2016
Q2 		$502K Buy
5,823
+919
+19% +$77.2K 0.02% 897
2016
Q1 		$378K Buy
4,904
+646
+15% +$49K 0.02% 935
2015
Q4 		$342K Sell
4,258
-13,518
-76% -$1.11M 0.01% 926
2015
Q3 		$1.4M Sell
17,776
-5,092
-22% -$380K 0.05% 695
2015
Q2 		$1.53M Sell
22,868
-6,377
-22% -$411K 0.05% 685
2015
Q1 		$1.79M Buy
29,245
+2,874
+11% +$182K 0.06% 684
2014
Q4 		$1.8M Buy
26,371
+3,775
+17% +$251K 0.06% 669
2014
Q3 		$1.45M Sell
22,596
-1,169
-5% -$76.5K 0.05% 729
2014
Q2 		$1.56M Buy
23,765
+1,086
+5% +$72.6K 0.05% 732
2014
Q1 		$1.47M Buy
22,679
+4,361
+24% +$286K 0.05% 712
2013
Q4 		$1.22M Buy
18,318
+13,779
+304% +$843K 0.04% 707
2013
Q3 		$245K Buy
+4,539
New +$245K 0.01% 1020

Other funds holding AIZ

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty Mutual Group Asset Management's AIZ Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Assurant (AIZ) in Q4 2018, closing a stake of 2,106 shares — an estimated $227K sold.

Liberty Mutual Group Asset Management first reported a position in AIZ in Q3 2013 and held it in 20 quarters. The position peaked at $1.8M in Q4 2014. 369 funds tracked by Wall St. Rank hold AIZ as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Assurant position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 2,106 Assurant shares in Q4 2018, an estimated $227K.
  • Liberty Mutual Group Asset Management first reported a position in Assurant in Q3 2013 and held it in 20 quarters.
  • Liberty Mutual Group Asset Management's Assurant position peaked at $1.8M in Q4 2014.
  • 369 funds tracked by Wall St. Rank held Assurant as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.