Meritage Group’s Assurant AIZ Stock Holding History

Meritage 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
2017 Q1	–	Sell	-13,307	Closed	-$1.24M	–	24
2016 Q4	$1.24M	Buy	+13,307	New	+$1.16M	0.03%	64

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Meritage Group's AIZ Position: Q1 2017 in Review

Meritage Group sold out of Assurant (AIZ) in Q1 2017, closing a stake of 13,307 shares — an estimated $1.24M sold.

Meritage Group first reported a position in AIZ in Q4 2016 and held it in 1 quarter. The position peaked at $1.24M in Q4 2016. 343 funds tracked by Wall St. Rank hold AIZ as of Q1 2017.

Meritage Group reported no remaining Assurant position as of Q1 2017 after selling out during the quarter.
Meritage Group sold 13,307 Assurant shares in Q1 2017, an estimated $1.24M.
Meritage Group first reported a position in Assurant in Q4 2016 and held it in 1 quarter.
Meritage Group's Assurant position peaked at $1.24M in Q4 2016.
343 funds tracked by Wall St. Rank held Assurant as of Q1 2017.

Based on Meritage Group's 13F filing for Q1 2017, filed 12 May 2017.