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Seldon Capital’s Assurant AIZ Stock Holding History

Seldon Capital’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
2023
Q1 		– Sell
-55
Closed -$6.88K – 59
2022
Q4 		$6.88K Hold
55
– – 0.01% 252
2022
Q3 		$8K Hold
55
– – 0.01% 258
2022
Q2 		$10K Hold
55
– – 0.01% 263
2022
Q1 		$10K Hold
55
– – 0.01% 273
2021
Q4 		$9K Buy
+55
New +$8.72K 0.01% 278

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seldon Capital's AIZ Position: Q1 2023 in Review

Seldon Capital sold out of Assurant (AIZ) in Q1 2023, closing a stake of 55 shares — an estimated $6.88K sold.

Seldon Capital first reported a position in AIZ in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q2 2022. 416 funds tracked by Wall St. Rank hold AIZ as of Q1 2023.

  • Seldon Capital reported no remaining Assurant position as of Q1 2023 after selling out during the quarter.
  • Seldon Capital sold 55 Assurant shares in Q1 2023, an estimated $6.88K.
  • Seldon Capital first reported a position in Assurant in Q4 2021 and held it in 5 quarters.
  • Seldon Capital's Assurant position peaked at $10K in Q2 2022.
  • 416 funds tracked by Wall St. Rank held Assurant as of Q1 2023.

Based on Seldon Capital's 13F filing for Q1 2023, filed 12 May 2023.