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Newfound Research’s Assurant AIZ Stock Holding History

Newfound Research’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
2018
Q1 		– Sell
-39
Closed -$4K – 168
2017
Q4 		$4K Sell
39
-2
-5% -$198 ﹤0.01% 72
2017
Q3 		$4K Sell
41
-1
-2% -$100 ﹤0.01% 67
2017
Q2 		$4K Sell
42
-1
-2% -$100 ﹤0.01% 74
2017
Q1 		$4K Sell
43
-1
-2% -$97 ﹤0.01% 74
2016
Q4 		$4K Sell
44
-1
-2% -$87 ﹤0.01% 67
2016
Q3 		$4K Buy
45
+1
+2% +$87 ﹤0.01% 77
2016
Q2 		$4K Buy
+44
New +$3.7K ﹤0.01% 70

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Newfound Research's AIZ Position: Q1 2018 in Review

Newfound Research sold out of Assurant (AIZ) in Q1 2018, closing a stake of 39 shares — an estimated $4K sold.

Newfound Research first reported a position in AIZ in Q2 2016 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 388 funds tracked by Wall St. Rank hold AIZ as of Q1 2018.

  • Newfound Research reported no remaining Assurant position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 39 Assurant shares in Q1 2018, an estimated $4K.
  • Newfound Research first reported a position in Assurant in Q2 2016 and held it in 7 quarters.
  • Newfound Research's Assurant position peaked at $4K in Q4 2017.
  • 388 funds tracked by Wall St. Rank held Assurant as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.