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Schechter Investment Advisors’s Assurant AIZ Stock Holding History

Schechter Investment 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
2025
Q1 		$341K Sell
1,626
-11
-0.7% -$2.29K 0.03% 448
2024
Q4 		$349K Sell
1,637
-18
-1% -$3.75K 0.03% 455
2024
Q3 		$329K Buy
1,655
+5
+0.3% +$911 0.02% 478
2024
Q2 		$274K Hold
1,650
– – 0.02% 493
2024
Q1 		$311K Buy
+1,650
New +$287K 0.02% 495

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schechter Investment Advisors's AIZ Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Assurant (AIZ) stake by 0.67% in Q1 2025, selling an estimated $2.29K and leaving 1,626 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #448.

Schechter Investment Advisors first reported a position in AIZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $349K in Q4 2024. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.

  • Schechter Investment Advisors held 1,626 shares of Assurant worth $341K as of Q1 2025.
  • Schechter Investment Advisors sold 11 Assurant shares in Q1 2025, an estimated $2.29K.
  • Assurant made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #448 holding.
  • Schechter Investment Advisors first reported a position in Assurant in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Assurant position peaked at $349K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.