Pathstone Family Office
AIZ icon

Pathstone Family Office’s Assurant AIZ Stock Holding History

Pathstone Family Office’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
2023
Q3 		$452K Buy
+3,151
New +$432K ﹤0.01% 1087

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pathstone Family Office's AIZ Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Assurant (AIZ) in Q3 2023: 3,151 shares worth $452K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

418 funds tracked by Wall St. Rank hold AIZ as of Q3 2023.

  • Pathstone Family Office held 3,151 shares of Assurant worth $452K as of Q3 2023.
  • Assurant was a new Pathstone Family Office position in Q3 2023.
  • Assurant made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1087 holding.
  • 418 funds tracked by Wall St. Rank held Assurant as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.