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Sowell Financial Services’s Assurant AIZ Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-314
Closed -$43K – 3090
2020
Q4 		$43K Buy
314
+20
+7% +$2.59K ﹤0.01% 1451
2020
Q3 		$36K Sell
294
-13
-4% -$1.49K ﹤0.01% 1318
2020
Q2 		$32K Sell
307
-93
-23% -$9.63K ﹤0.01% 1309
2020
Q1 		$42K Buy
400
+190
+90% +$23.4K ﹤0.01% 1109
2019
Q4 		$28K Buy
210
+188
+855% +$24.2K ﹤0.01% 1318
2019
Q3 		$3K Buy
+22
New +$2.61K ﹤0.01% 1898

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Sowell Financial Services's AIZ Position: Q1 2021 in Review

Sowell Financial Services sold out of Assurant (AIZ) in Q1 2021, closing a stake of 314 shares — an estimated $43K sold.

Sowell Financial Services first reported a position in AIZ in Q3 2019 and held it in 6 quarters. The position peaked at $43K in Q4 2020. 401 funds tracked by Wall St. Rank hold AIZ as of Q1 2021.

  • Sowell Financial Services reported no remaining Assurant position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 314 Assurant shares in Q1 2021, an estimated $43K.
  • Sowell Financial Services first reported a position in Assurant in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Assurant position peaked at $43K in Q4 2020.
  • 401 funds tracked by Wall St. Rank held Assurant as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.