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MCF Advisors’s Assurant AIZ Stock Holding History

MCF Advisors’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
2025
Q1 		– Sell
-6
Closed -$1.28K – 915
2024
Q4 		$1.28K Hold
6
– – ﹤0.01% 886
2024
Q3 		$1.19K Hold
6
– – ﹤0.01% 887
2024
Q2 		$998 Hold
6
– – ﹤0.01% 913
2024
Q1 		$1.13K Hold
6
– – ﹤0.01% 872
2023
Q4 		$1.01K Hold
6
– – ﹤0.01% 837
2023
Q3 		$862 Hold
6
– – ﹤0.01% 840
2023
Q2 		$755 Hold
6
– – ﹤0.01% 802
2023
Q1 		$721 Sell
6
-17
-74% -$2.13K ﹤0.01% 795
2022
Q4 		$2.88K Buy
23
+19
+475% +$2.53K ﹤0.01% 643
2022
Q3 		$1K Hold
4
– – ﹤0.01% 715
2022
Q2 		$1K Hold
4
– – ﹤0.01% 665
2022
Q1 		$1K Buy
+4
New +$655 ﹤0.01% 672
2021
Q4 		– Sell
-4
Closed -$1K – 64
2021
Q3 		$1K Buy
+4
New +$646 ﹤0.01% 652

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCF Advisors's AIZ Position: Q1 2025 in Review

MCF Advisors sold out of Assurant (AIZ) in Q1 2025, closing a stake of 6 shares — an estimated $1.28K sold.

MCF Advisors first reported a position in AIZ in Q3 2021 and held it in 13 quarters. The position peaked at $2.88K in Q4 2022. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • MCF Advisors reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
  • MCF Advisors sold 6 Assurant shares in Q1 2025, an estimated $1.28K.
  • MCF Advisors first reported a position in Assurant in Q3 2021 and held it in 13 quarters.
  • MCF Advisors's Assurant position peaked at $2.88K in Q4 2022.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on MCF Advisors's 13F filing for Q1 2025, filed 6 May 2025.