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MidWestOne Financial Group’s Assurant AIZ Stock Holding History

MidWestOne Financial 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
2020
Q1 		– Sell
-3,969
Closed -$520K – 199
2019
Q4 		$520K Sell
3,969
-3,991
-50% -$514K 0.11% 145
2019
Q3 		$1M Sell
7,960
-1,950
-20% -$231K 0.31% 78
2019
Q2 		$1.05M Buy
+9,910
New +$979K 0.29% 94

Other funds holding AIZ

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MidWestOne Financial Group's AIZ Position: Q1 2020 in Review

MidWestOne Financial Group sold out of Assurant (AIZ) in Q1 2020, closing a stake of 3,969 shares — an estimated $520K sold.

MidWestOne Financial Group first reported a position in AIZ in Q2 2019 and held it in 3 quarters. The position peaked at $1.05M in Q2 2019. 373 funds tracked by Wall St. Rank hold AIZ as of Q1 2020.

  • MidWestOne Financial Group reported no remaining Assurant position as of Q1 2020 after selling out during the quarter.
  • MidWestOne Financial Group sold 3,969 Assurant shares in Q1 2020, an estimated $520K.
  • MidWestOne Financial Group first reported a position in Assurant in Q2 2019 and held it in 3 quarters.
  • MidWestOne Financial Group's Assurant position peaked at $1.05M in Q2 2019.
  • 373 funds tracked by Wall St. Rank held Assurant as of Q1 2020.

Based on MidWestOne Financial Group's 13F filing for Q1 2020, filed 14 May 2020.