Next Financial Group’s Assurant AIZ Stock Holding History

Next Financial Group’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 Q4	$19K	Buy	122 +79	+184%	+$12.5K	﹤0.01%	1897
2021 Q3	$7K	Hold	43	–	–	﹤0.01%	2125
2021 Q2	$7K	Hold	43	–	–	﹤0.01%	2088
2021 Q1	$6K	Hold	43	–	–	﹤0.01%	2020
2020 Q4	$6K	Hold	43	–	–	﹤0.01%	1913
2020 Q3	$5K	Buy	+43	New	+$4.94K	﹤0.01%	1814
2020 Q2	–	Sell	-43	Closed	-$4K	–	627
2020 Q1	$4K	Sell	43 -14	-25%	-$1.73K	﹤0.01%	1736
2019 Q4	$7K	Sell	57 -1,173	-95%	-$151K	﹤0.01%	1863
2019 Q3	$154K	Buy	1,230 +1,187	+2,760%	+$141K	0.02%	758
2019 Q2	$5K	Buy	+43	New	+$4.25K	﹤0.01%	1866
2019 Q1	–	Sell	-43	Closed	-$4K	–	1627
2018 Q4	$4K	Buy	+43	New	+$4.21K	﹤0.01%	1580

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

BlackRock New York $5.72T AUM 30.48% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Next Financial Group's AIZ Position: Q4 2021 in Review

Next Financial Group increased its Assurant (AIZ) stake by 184% in Q4 2021, buying an estimated $12.5K and bringing the position to 122 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Next Financial Group first reported a position in AIZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $154K in Q3 2019. 421 funds tracked by Wall St. Rank hold AIZ as of Q4 2021.

Next Financial Group held 122 shares of Assurant worth $19K as of Q4 2021.
Next Financial Group bought 79 Assurant shares in Q4 2021, an estimated $12.5K.
Assurant made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1897 holding.
Next Financial Group first reported a position in Assurant in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's Assurant position peaked at $154K in Q3 2019.
421 funds tracked by Wall St. Rank held Assurant as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.