PHH Investments’s Assurant AIZ Stock Holding History

PHH Investments’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 Q4	$1.04M	Sell	7,962 -34	-0.4%	-$4.38K	0.28%	52
2019 Q3	$1.01M	Buy	+7,996	New	+$949K	0.28%	56

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

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

PHH Investments's AIZ Position: Q4 2019 in Review

PHH Investments reduced its Assurant (AIZ) stake by 0.43% in Q4 2019, selling an estimated $4.38K and leaving 7,962 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #52.

PHH Investments first reported a position in AIZ in Q3 2019 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold AIZ as of Q4 2019.

PHH Investments held 7,962 shares of Assurant worth $1.04M as of Q4 2019.
PHH Investments sold 34 Assurant shares in Q4 2019, an estimated $4.38K.
Assurant made up 0.28% of PHH Investments's portfolio in Q4 2019, its #52 holding.
PHH Investments first reported a position in Assurant in Q3 2019 and has held it in 2 quarters since.
390 funds tracked by Wall St. Rank held Assurant as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.