LFCM
AIZ icon

Long Focus Capital Management’s Assurant AIZ Stock Holding History

Long Focus Capital 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
2023
Q4 		– Sell
-20,000
Closed -$2.87M – 112
2023
Q3 		$2.87M Hold
20,000
– – 0.1% 66
2023
Q2 		$2.51M Hold
20,000
– – 0.11% 65
2023
Q1 		$2.4M Buy
+20,000
New +$2.5M 0.14% 65

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Long Focus Capital Management's AIZ Position: Q4 2023 in Review

Long Focus Capital Management sold out of Assurant (AIZ) in Q4 2023, closing a stake of 20,000 shares — an estimated $2.87M sold.

Long Focus Capital Management first reported a position in AIZ in Q1 2023 and held it in 3 quarters. The position peaked at $2.87M in Q3 2023. 485 funds tracked by Wall St. Rank hold AIZ as of Q4 2023.

  • Long Focus Capital Management reported no remaining Assurant position as of Q4 2023 after selling out during the quarter.
  • Long Focus Capital Management sold 20,000 Assurant shares in Q4 2023, an estimated $2.87M.
  • Long Focus Capital Management first reported a position in Assurant in Q1 2023 and held it in 3 quarters.
  • Long Focus Capital Management's Assurant position peaked at $2.87M in Q3 2023.
  • 485 funds tracked by Wall St. Rank held Assurant as of Q4 2023.

Based on Long Focus Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.