Sandy Cove Advisors’s Assurant AIZ Stock Holding History

Sandy Cove 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
2022 Q2	–	Sell	-1,000	Closed	-$182K	–	85
2022 Q1	$182K	Hold	1,000	–	–	0.15%	90
2021 Q4	$156K	Buy	+1,000	New	+$159K	0.13%	92

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LAM

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

Sandy Cove Advisors's AIZ Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Assurant (AIZ) in Q2 2022, closing a stake of 1,000 shares — an estimated $182K sold.

Sandy Cove Advisors first reported a position in AIZ in Q4 2021 and held it in 2 quarters. The position peaked at $182K in Q1 2022. 452 funds tracked by Wall St. Rank hold AIZ as of Q2 2022.

Sandy Cove Advisors reported no remaining Assurant position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 1,000 Assurant shares in Q2 2022, an estimated $182K.
Sandy Cove Advisors first reported a position in Assurant in Q4 2021 and held it in 2 quarters.
Sandy Cove Advisors's Assurant position peaked at $182K in Q1 2022.
452 funds tracked by Wall St. Rank held Assurant as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.