Perkins Coie Trust Company’s Assurant AIZ Stock Holding History

Perkins Coie Trust Company’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 Q4	–	Sell	-1	Closed	-$143	–	304
2023 Q3	$143	Buy	+1	New	+$137	﹤0.01%	594

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Perkins Coie Trust Company's AIZ Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of Assurant (AIZ) in Q4 2023, closing a stake of 1 share — an estimated $143 sold.

Perkins Coie Trust Company first reported a position in AIZ in Q3 2023 and held it in 1 quarter. The position peaked at $143 in Q3 2023. 485 funds tracked by Wall St. Rank hold AIZ as of Q4 2023.

Perkins Coie Trust Company reported no remaining Assurant position as of Q4 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 1 Assurant share in Q4 2023, an estimated $143.
Perkins Coie Trust Company first reported a position in Assurant in Q3 2023 and held it in 1 quarter.
Perkins Coie Trust Company's Assurant position peaked at $143 in Q3 2023.
485 funds tracked by Wall St. Rank held Assurant as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.