Sunbelt Securities’s Assurant AIZ Stock Holding History

Sunbelt Securities’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
2024 Q4	–	Sell	-6	Closed	-$1.19K	–	1809
2024 Q3	$1.19K	Buy	+6	New	+$1.09K	﹤0.01%	1662

Other funds holding AIZ

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sunbelt Securities's AIZ Position: Q4 2024 in Review

Sunbelt Securities sold out of Assurant (AIZ) in Q4 2024, closing a stake of 6 shares — an estimated $1.19K sold.

Sunbelt Securities first reported a position in AIZ in Q3 2024 and held it in 1 quarter. The position peaked at $1.19K in Q3 2024. 565 funds tracked by Wall St. Rank hold AIZ as of Q4 2024.

Sunbelt Securities reported no remaining Assurant position as of Q4 2024 after selling out during the quarter.
Sunbelt Securities sold 6 Assurant shares in Q4 2024, an estimated $1.19K.
Sunbelt Securities first reported a position in Assurant in Q3 2024 and held it in 1 quarter.
Sunbelt Securities's Assurant position peaked at $1.19K in Q3 2024.
565 funds tracked by Wall St. Rank held Assurant as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.