Simplex Trading’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$20K | – | 8521 |
|
|
2025
Q1 | $20K | Sell |
100
-100
| -50% | -$20.9K | ﹤0.01% | 6565 |
|
|
2024
Q4 | $42K | Sell |
200
-1,300
| -87% | -$270K | ﹤0.01% | 6038 |
|
|
2024
Q3 | $298K | Buy |
1,500
+200
| +15% | +$36.4K | ﹤0.01% | 4137 |
|
|
2024
Q2 | $216K | Sell |
1,300
-1,000
| -43% | -$173K | ﹤0.01% | 4579 |
|
|
2024
Q1 | $432K | Buy |
2,300
+1,600
| +229% | +$279K | ﹤0.01% | 3988 |
|
|
2023
Q4 | $117K | Sell |
700
-1,000
| -59% | -$159K | ﹤0.01% | 5223 |
|
|
2023
Q3 | $244K | Buy |
1,700
+1,000
| +143% | +$137K | ﹤0.01% | 4144 |
|
|
2023
Q2 | $88K | Sell |
700
-500
| -42% | -$62.3K | ﹤0.01% | 5235 |
|
|
2023
Q1 | $144K | Buy |
1,200
+1,000
| +500% | +$125K | ﹤0.01% | 4724 |
|
|
2022
Q4 | $25K | Sell |
200
-4,000
| -95% | -$533K | ﹤0.01% | 6636 |
|
|
2022
Q3 | $610K | Buy |
4,200
+4,100
| +4,100% | +$669K | ﹤0.01% | 3234 |
|
|
2022
Q2 | $17K | Sell |
100
-100
| -50% | -$18.1K | ﹤0.01% | 7753 |
|
|
2022
Q1 | $36K | Hold |
200
| – | – | ﹤0.01% | 7562 |
|
|
2021
Q4 | $31K | Hold |
200
| – | – | ﹤0.01% | 7844 |
|
|
2021
Q3 | $31K | Hold |
200
| – | – | ﹤0.01% | 8050 |
|
|
2021
Q2 | $31K | Buy |
200
+184
| +1,150% | +$28.7K | ﹤0.01% | 8188 |
|
|
2021
Q1 | $226K | Sell |
16
-295
| -95% | -$39.7K | ﹤0.01% | 4568 |
|
|
2020
Q4 | $4.24M | Sell |
311
-72
| -19% | -$9.32K | 0.01% | 1100 |
|
|
2020
Q3 | $4.65M | Buy |
383
+193
| +102% | +$22.2K | 0.01% | 917 |
|
|
2020
Q2 | $1.96M | Buy |
190
+73
| +62% | +$7.56K | ﹤0.01% | 1520 |
|
|
2020
Q1 | $1.22M | Buy |
117
+114
| +3,800% | +$14.1K | ﹤0.01% | 1701 |
|
|
2019
Q4 | $39K | Sell |
3
-15
| -83% | -$1.93K | ﹤0.01% | 5415 |
|
|
2019
Q3 | $226K | Buy |
18
+12
| +200% | +$1.42K | ﹤0.01% | 3432 |
|
|
2019
Q2 | $63K | Sell |
6
-9
| -60% | -$889 | ﹤0.01% | 4653 |
|
|
2019
Q1 | $142K | Buy |
15
+10
| +200% | +$968 | ﹤0.01% | 3964 |
|
|
2018
Q4 | $44K | Sell |
5
-108
| -96% | -$10.6K | ﹤0.01% | 4632 |
|
|
2018
Q3 | $1.22M | Sell |
113
-85
| -43% | -$9K | ﹤0.01% | 1694 |
|
|
2018
Q2 | $2.05M | Buy |
+198
| New | +$18.6K | 0.01% | 1112 |
|
|
2017
Q4 | – | Sell |
-97
| Closed | -$14K | – | 5899 |
|
|
2017
Q3 | $14K | Sell |
97
-32
| -25% | -$3.2K | ﹤0.01% | 3458 |
|
|
2017
Q2 | $4K | Buy |
+129
| New | +$12.8K | ﹤0.01% | 4711 |
|
|
2016
Q4 | – | Sell |
-11
| Closed | -$2K | – | 5762 |
|
|
2016
Q3 | $2K | Buy |
+11
| New | +$962 | ﹤0.01% | 4865 |
|
|
2015
Q1 | – | Sell |
-4
| Closed | -$1K | – | 4893 |
|
|
2014
Q4 | $1K | Buy |
+4
| New | +$266 | ﹤0.01% | 4021 |
|
Other funds holding AIZ
VCM
VPM
Simplex Trading's AIZ Position: Q1 2025 in Review
Simplex Trading sold out of Assurant (AIZ) in Q1 2025, closing a stake of 137 shares — an estimated $28.6K sold.
Simplex Trading first reported a position in AIZ in Q4 2014 and held it in 18 quarters. The position peaked at $2.26M in Q3 2018. 563 funds tracked by Wall St. Rank hold AIZ as of Q1 2025.
- Simplex Trading reported no remaining Assurant position as of Q1 2025 after selling out during the quarter.
- Simplex Trading sold 137 Assurant shares in Q1 2025, an estimated $28.6K.
- Simplex Trading first reported a position in Assurant in Q4 2014 and held it in 18 quarters.
- Simplex Trading's Assurant position peaked at $2.26M in Q3 2018.
- 563 funds tracked by Wall St. Rank held Assurant as of Q1 2025.
Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.