Sarah Ketterer’s Assurant AIZ Stock Holding History

Sarah Ketterer’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
2021 Q4	–	Sell	-222,757	Closed	-$35.1M	–	83
2021 Q3	$35.1M	Sell	222,757 -112,066	-33%	-$18.1M	0.79%	33
2021 Q2	$52.3M	Buy	+334,823	New	+$52.3M	1.07%	30

Other funds holding AIZ

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sarah Ketterer's AIZ Position: Q4 2021 in Review

Sarah Ketterer sold out of Assurant (AIZ) in Q4 2021, closing a stake of 222,757 shares — an estimated $35.1M sold.

Sarah Ketterer first reported a position in AIZ in Q2 2021 and held it in 2 quarters. The position peaked at $52.3M in Q2 2021. 421 funds tracked by Wall St. Rank hold AIZ as of Q4 2021.

Sarah Ketterer reported no remaining Assurant position as of Q4 2021 after selling out during the quarter.
Sarah Ketterer sold 222,757 Assurant shares in Q4 2021, an estimated $35.1M.
Sarah Ketterer first reported a position in Assurant in Q2 2021 and held it in 2 quarters.
Sarah Ketterer's Assurant position peaked at $52.3M in Q2 2021.
421 funds tracked by Wall St. Rank held Assurant as of Q4 2021.

Based on Causeway Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.