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Shelton Capital Management’s Assurant AIZ Stock Holding History

Shelton Capital Management’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
2020
Q4 		– Sell
-9,131
Closed -$1.11M – 731
2020
Q3 		$1.11M Buy
+9,131
New +$1.05M 0.05% 336

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Shelton Capital Management's AIZ Position: Q4 2020 in Review

Shelton Capital Management sold out of Assurant (AIZ) in Q4 2020, closing a stake of 9,131 shares — an estimated $1.11M sold.

Shelton Capital Management first reported a position in AIZ in Q3 2020 and held it in 1 quarter. The position peaked at $1.11M in Q3 2020. 425 funds tracked by Wall St. Rank hold AIZ as of Q4 2020.

  • Shelton Capital Management reported no remaining Assurant position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 9,131 Assurant shares in Q4 2020, an estimated $1.11M.
  • Shelton Capital Management first reported a position in Assurant in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's Assurant position peaked at $1.11M in Q3 2020.
  • 425 funds tracked by Wall St. Rank held Assurant as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.