Swaine & Leidel Wealth Services’s Assurant AIZ Stock Holding History

Swaine & Leidel Wealth 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 Q3	$2.08M	Buy	+13,175	New	+$2.13M	1.83%	26

Other funds holding AIZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Swaine & Leidel Wealth Services's AIZ Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in Assurant (AIZ) in Q3 2021: 13,175 shares worth $2.08M. The stake represents 1.83% of the portfolio and ranks #26 among its holdings.

419 funds tracked by Wall St. Rank hold AIZ as of Q3 2021.

Swaine & Leidel Wealth Services held 13,175 shares of Assurant worth $2.08M as of Q3 2021.
Assurant was a new Swaine & Leidel Wealth Services position in Q3 2021.
Assurant made up 1.83% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #26 holding.
419 funds tracked by Wall St. Rank held Assurant as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.