SkyOak Wealth’s Assurant AIZ Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-1,584	Closed	-$208K	–	216
2019 Q4	$208K	Buy	+1,584	New	+$204K	0.06%	282

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SkyOak Wealth's AIZ Position: Q1 2020 in Review

SkyOak Wealth sold out of Assurant (AIZ) in Q1 2020, closing a stake of 1,584 shares — an estimated $208K sold.

SkyOak Wealth first reported a position in AIZ in Q4 2019 and held it in 1 quarter. The position peaked at $208K in Q4 2019. 373 funds tracked by Wall St. Rank hold AIZ as of Q1 2020.

SkyOak Wealth reported no remaining Assurant position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 1,584 Assurant shares in Q1 2020, an estimated $208K.
SkyOak Wealth first reported a position in Assurant in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Assurant position peaked at $208K in Q4 2019.
373 funds tracked by Wall St. Rank held Assurant as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.