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Sun Life Financial’s Assurant AIZ Stock Holding History

Sun Life Financial’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
-35
Closed -$5K – 97
2021
Q1 		$5K Hold
35
– – ﹤0.01% 481
2020
Q4 		$5K Sell
35
-1
-3% -$129 ﹤0.01% 457
2020
Q3 		$4K Hold
36
– – ﹤0.01% 460
2020
Q2 		$4K Hold
36
– – ﹤0.01% 410
2020
Q1 		$4K Hold
36
– – ﹤0.01% 390
2019
Q4 		$5K Sell
36
-14
-28% -$1.8K ﹤0.01% 417
2019
Q3 		$6K Hold
50
– – ﹤0.01% 569
2019
Q2 		$5K Sell
50
-54
-52% -$5.34K ﹤0.01% 578
2019
Q1 		$10K Sell
104
-42
-29% -$4.07K ﹤0.01% 586
2018
Q4 		$13K Buy
146
+1
+0.7% +$98 ﹤0.01% 595
2018
Q3 		$16K Buy
145
+1
+0.7% +$106 ﹤0.01% 601
2018
Q2 		$15K Buy
144
+122
+555% +$11.5K ﹤0.01% 609
2018
Q1 		$240 Sell
22
-96
-81% -$8.77K ﹤0.01% 473
2017
Q4 		$12K Sell
118
-279
-70% -$27.6K ﹤0.01% 471
2017
Q3 		$38K Sell
397
-5
-1% -$500 ﹤0.01% 478
2017
Q2 		$42K Buy
402
+399
+13,300% +$39.7K ﹤0.01% 467
2017
Q1 		$30 Hold
3
– – ﹤0.01% 537
2016
Q4 		$30 Buy
+3
New +$262 ﹤0.01% 488

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

Sun Life Financial's AIZ Position: Q2 2021 in Review

Sun Life Financial sold out of Assurant (AIZ) in Q2 2021, closing a stake of 35 shares — an estimated $5K sold.

Sun Life Financial first reported a position in AIZ in Q4 2016 and held it in 18 quarters. The position peaked at $42K in Q2 2017. 408 funds tracked by Wall St. Rank hold AIZ as of Q2 2021.

  • Sun Life Financial reported no remaining Assurant position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 35 Assurant shares in Q2 2021, an estimated $5K.
  • Sun Life Financial first reported a position in Assurant in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Assurant position peaked at $42K in Q2 2017.
  • 408 funds tracked by Wall St. Rank held Assurant as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.