Naples Money Management’s Assurant AIZ Stock Holding History

Naples Money 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
2024 Q1	–	Sell	-11,800	Closed	-$1.99M	–	397
2023 Q4	$1.99M	Buy	+11,800	New	+$1.88M	1.86%	25

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

Naples Money Management's AIZ Position: Q1 2024 in Review

Naples Money Management sold out of Assurant (AIZ) in Q1 2024, closing a stake of 11,800 shares — an estimated $1.99M sold.

Naples Money Management first reported a position in AIZ in Q4 2023 and held it in 1 quarter. The position peaked at $1.99M in Q4 2023. 510 funds tracked by Wall St. Rank hold AIZ as of Q1 2024.

Naples Money Management reported no remaining Assurant position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 11,800 Assurant shares in Q1 2024, an estimated $1.99M.
Naples Money Management first reported a position in Assurant in Q4 2023 and held it in 1 quarter.
Naples Money Management's Assurant position peaked at $1.99M in Q4 2023.
510 funds tracked by Wall St. Rank held Assurant as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.