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Steward Financial Group’s Assurant AIZ Stock Holding History

Steward Financial Group’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
2023
Q3 		$5K Buy
+39
New +$5.34K ﹤0.01% 581
2023
Q2 		– Sell
-22
Closed -$2K – 424
2023
Q1 		$2K Buy
22
+13
+144% +$1.63K ﹤0.01% 467
2022
Q4 		$1K Buy
+9
New +$1.2K ﹤0.01% 369
2022
Q3 		– Sell
-30
Closed -$5K – 92
2022
Q2 		$5K Buy
+30
New +$5.43K ﹤0.01% 318

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's AIZ Position: Q3 2023 in Review

Steward Financial Group opened a new position in Assurant (AIZ) in Q3 2023: 39 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AIZ as recently as Q1 2023.

Steward Financial Group first reported a position in AIZ in Q2 2022 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold AIZ as of Q3 2023.

  • Steward Financial Group held 39 shares of Assurant worth $5K as of Q3 2023.
  • Assurant was a new Steward Financial Group position in Q3 2023.
  • Assurant made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #581 holding.
  • Steward Financial Group first reported a position in Assurant in Q2 2022 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held Assurant as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.