MPS Loria Financial Planners’s Assurant AIZ Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-6	Closed	–	–	102
2021 Q1	$0	Hold	6	–	–	﹤0.01%	560
2020 Q4	$1K	Buy	+6	New	+$776	﹤0.01%	506

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

LAM

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

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

MPS Loria Financial Planners's AIZ Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Assurant (AIZ) in Q2 2021, closing a stake of 6 shares.

MPS Loria Financial Planners first reported a position in AIZ in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 408 funds tracked by Wall St. Rank hold AIZ as of Q2 2021.

MPS Loria Financial Planners reported no remaining Assurant position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 6 Assurant shares in Q2 2021.
MPS Loria Financial Planners first reported a position in Assurant in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Assurant position peaked at $1K in Q4 2020.
408 funds tracked by Wall St. Rank held Assurant as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.