Santori & Peters Inc’s Assurant AIZ Stock Holding History

Santori & Peters Inc’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
2018 Q1	–	Sell	-153	Closed	-$13K	–	73
2017 Q4	$13K	Buy	+153	New	+$15.1K	0.01%	260

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

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

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Santori & Peters Inc's AIZ Position: Q1 2018 in Review

Santori & Peters Inc sold out of Assurant (AIZ) in Q1 2018, closing a stake of 153 shares — an estimated $13K sold.

Santori & Peters Inc first reported a position in AIZ in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 388 funds tracked by Wall St. Rank hold AIZ as of Q1 2018.

Santori & Peters Inc reported no remaining Assurant position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 153 Assurant shares in Q1 2018, an estimated $13K.
Santori & Peters Inc first reported a position in Assurant in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Assurant position peaked at $13K in Q4 2017.
388 funds tracked by Wall St. Rank held Assurant as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.