The Family Firm’s Assurant AIZ Stock Holding History

The Family Firm’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 Q3	–	Sell	-305	Closed	-$50.7K	–	226
2024 Q2	$50.7K	Buy	+305	New	+$52.9K	0.01%	397

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

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

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

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

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

The Family Firm's AIZ Position: Q3 2024 in Review

The Family Firm sold out of Assurant (AIZ) in Q3 2024, closing a stake of 305 shares — an estimated $50.7K sold.

The Family Firm first reported a position in AIZ in Q2 2024 and held it in 1 quarter. The position peaked at $50.7K in Q2 2024. 522 funds tracked by Wall St. Rank hold AIZ as of Q3 2024.

The Family Firm reported no remaining Assurant position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 305 Assurant shares in Q3 2024, an estimated $50.7K.
The Family Firm first reported a position in Assurant in Q2 2024 and held it in 1 quarter.
The Family Firm's Assurant position peaked at $50.7K in Q2 2024.
522 funds tracked by Wall St. Rank held Assurant as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.