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Toews Corporation’s Assurant AIZ Stock Holding History

Toews Corporation’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
2022
Q4 		– Sell
-7,300
Closed -$1.06M – 107
2022
Q3 		$1.06M Buy
7,300
+600
+9% +$98K 0.78% 66
2022
Q2 		$1.16M Buy
6,700
+4,500
+205% +$815K 0.77% 64
2022
Q1 		$400K Buy
+2,200
New +$360K 0.07% 84
2020
Q2 		– Sell
-6,300
Closed -$656K – 23
2020
Q1 		$656K Buy
+6,300
New +$777K 0.6% 88

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Toews Corporation's AIZ Position: Q4 2022 in Review

Toews Corporation sold out of Assurant (AIZ) in Q4 2022, closing a stake of 7,300 shares — an estimated $1.06M sold.

Toews Corporation first reported a position in AIZ in Q1 2020 and held it in 4 quarters. The position peaked at $1.16M in Q2 2022. 424 funds tracked by Wall St. Rank hold AIZ as of Q4 2022.

  • Toews Corporation reported no remaining Assurant position as of Q4 2022 after selling out during the quarter.
  • Toews Corporation sold 7,300 Assurant shares in Q4 2022, an estimated $1.06M.
  • Toews Corporation first reported a position in Assurant in Q1 2020 and held it in 4 quarters.
  • Toews Corporation's Assurant position peaked at $1.16M in Q2 2022.
  • 424 funds tracked by Wall St. Rank held Assurant as of Q4 2022.

Based on Toews Corporation's 13F filing for Q4 2022, filed 2 Feb 2023.