MinichMacGregor Wealth Management’s Assurant AIZ Stock Holding History

MinichMacGregor Wealth 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 Q1	–	Sell	-57	Closed	-$7.2K	–	114
2022 Q4	$7.2K	Buy	+57	New	+$7.59K	﹤0.01%	441
2018 Q4	–	Sell	-159	Closed	-$17K	–	105
2018 Q3	$17K	Hold	159	–	–	0.01%	233
2018 Q2	$16K	Hold	159	–	–	0.01%	232
2018 Q1	$14K	Hold	159	–	–	0.01%	247
2017 Q4	$16K	Buy	159 +1	+0.6%	+$99	0.01%	227
2017 Q3	$15K	Hold	158	–	–	0.01%	226
2017 Q2	$16K	Hold	158	–	–	0.01%	211
2017 Q1	$15K	Hold	158	–	–	0.01%	216
2016 Q4	$14K	Hold	158	–	–	0.01%	212
2016 Q3	$14K	Hold	158	–	–	0.01%	218
2016 Q2	$13K	Hold	158	–	–	0.01%	218
2016 Q1	$12K	Hold	158	–	–	0.01%	217
2015 Q4	$10K	Buy	+158	New	+$13K	0.01%	231

Other funds holding AIZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's AIZ Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Assurant (AIZ) in Q1 2023, closing a stake of 57 shares — an estimated $7.2K sold.

MinichMacGregor Wealth Management first reported a position in AIZ in Q4 2015 and held it in 13 quarters. The position peaked at $17K in Q3 2018. 416 funds tracked by Wall St. Rank hold AIZ as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Assurant position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 57 Assurant shares in Q1 2023, an estimated $7.2K.
MinichMacGregor Wealth Management first reported a position in Assurant in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Assurant position peaked at $17K in Q3 2018.
416 funds tracked by Wall St. Rank held Assurant as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.