Princeton Alpha Management’s Assurant AIZ Stock Holding History

Princeton Alpha 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
2017 Q2	–	Sell	-4,420	Closed	-$423K	–	22
2017 Q1	$423K	Buy	+4,420	New	+$428K	0.14%	243
2016 Q4	–	Sell	-2,506	Closed	-$231K	–	679
2016 Q3	$231K	Sell	2,506 -1,806	-42%	-$158K	0.04%	599
2016 Q2	$372K	Buy	+4,312	New	+$362K	0.07%	451
2016 Q1	–	Sell	-3,217	Closed	-$259K	–	711
2015 Q4	$259K	Buy	+3,217	New	+$265K	0.04%	543
2015 Q2	–	Sell	-4,939	Closed	-$303K	–	687
2015 Q1	$303K	Buy	+4,939	New	+$313K	0.07%	440

Other funds holding AIZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 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

Princeton Alpha Management's AIZ Position: Q2 2017 in Review

Princeton Alpha Management sold out of Assurant (AIZ) in Q2 2017, closing a stake of 4,420 shares — an estimated $423K sold.

Princeton Alpha Management first reported a position in AIZ in Q1 2015 and held it in 5 quarters. The position peaked at $423K in Q1 2017. 359 funds tracked by Wall St. Rank hold AIZ as of Q2 2017.

Princeton Alpha Management reported no remaining Assurant position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 4,420 Assurant shares in Q2 2017, an estimated $423K.
Princeton Alpha Management first reported a position in Assurant in Q1 2015 and held it in 5 quarters.
Princeton Alpha Management's Assurant position peaked at $423K in Q1 2017.
359 funds tracked by Wall St. Rank held Assurant as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.