Next Capital Management’s Assurant AIZ Stock Holding History

Next Capital 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
2019 Q3	–	Sell	-78	Closed	-$8K	–	268
2019 Q2	$8K	Buy	+78	New	+$7.71K	0.01%	487

Other funds holding AIZ

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Capital Management's AIZ Position: Q3 2019 in Review

Next Capital Management sold out of Assurant (AIZ) in Q3 2019, closing a stake of 78 shares — an estimated $8K sold.

Next Capital Management first reported a position in AIZ in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2019.

Next Capital Management reported no remaining Assurant position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 78 Assurant shares in Q3 2019, an estimated $8K.
Next Capital Management first reported a position in Assurant in Q2 2019 and held it in 1 quarter.
Next Capital Management's Assurant position peaked at $8K in Q2 2019.
382 funds tracked by Wall St. Rank held Assurant as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.