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Sterling Investment Advisors (Pennsylvania)’s Assurant AIZ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		– Sell
-20
Closed -$3K – 534
2021
Q1 		$3K Buy
+20
New +$2.69K ﹤0.01% 468

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AIZ Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Assurant (AIZ) in Q2 2021, closing a stake of 20 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AIZ in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 408 funds tracked by Wall St. Rank hold AIZ as of Q2 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Assurant position as of Q2 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 20 Assurant shares in Q2 2021, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Assurant in Q1 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Assurant position peaked at $3K in Q1 2021.
  • 408 funds tracked by Wall St. Rank held Assurant as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.