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SC&H Financial Advisors’s Assurant AIZ Stock Holding History

SC&H Financial 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
2026
Q1 		$242K Hold
1,110
– – 0.04% 139
2025
Q4 		$267K Hold
1,110
– – 0.04% 134
2025
Q3 		$240K Hold
1,110
– – 0.04% 138
2025
Q2 		$219K Hold
1,110
– – 0.04% 144
2025
Q1 		$233K Hold
1,110
– – 0.05% 138
2024
Q4 		$237K Hold
1,110
– – 0.05% 134
2024
Q3 		$221K Buy
+1,110
New +$202K 0.05% 143
2024
Q2 		– Sell
-1,110
Closed -$209K – 145
2024
Q1 		$209K Buy
+1,110
New +$193K 0.05% 140
2022
Q3 		– Sell
-1,480
Closed -$256K – 127
2022
Q2 		$256K Hold
1,480
– – 0.12% 123
2022
Q1 		$269K Hold
1,480
– – 0.13% 128
2021
Q4 		$231K Buy
+1,480
New +$235K 0.13% 141

Other funds holding AIZ

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return