Rational Advisors’s Assurant AIZ Stock Holding History

Rational Advisors’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
2020 Q4	–	Sell	-922	Closed	-$112K	–	217
2020 Q3	$112K	Buy	+922	New	+$106K	0.05%	150
2019 Q3	–	Sell	-3,368	Closed	-$358K	–	559
2019 Q2	$358K	Buy	+3,368	New	+$333K	0.13%	164

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LAM

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

Rational Advisors's AIZ Position: Q4 2020 in Review

Rational Advisors sold out of Assurant (AIZ) in Q4 2020, closing a stake of 922 shares — an estimated $112K sold.

Rational Advisors first reported a position in AIZ in Q2 2019 and held it in 2 quarters. The position peaked at $358K in Q2 2019. 425 funds tracked by Wall St. Rank hold AIZ as of Q4 2020.

Rational Advisors reported no remaining Assurant position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 922 Assurant shares in Q4 2020, an estimated $112K.
Rational Advisors first reported a position in Assurant in Q2 2019 and held it in 2 quarters.
Rational Advisors's Assurant position peaked at $358K in Q2 2019.
425 funds tracked by Wall St. Rank held Assurant as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.