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Weld Capital Management’s Assurant AIZ Stock Holding History

Weld Capital Management’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
2020
Q2 		– Sell
-2,572
Closed -$268K – 456
2020
Q1 		$268K Buy
+2,572
New +$317K 0.14% 258
2019
Q2 		– Sell
-7,648
Closed -$726K – 716
2019
Q1 		$726K Buy
+7,648
New +$740K 0.13% 290

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Weld Capital Management's AIZ Position: Q2 2020 in Review

Weld Capital Management sold out of Assurant (AIZ) in Q2 2020, closing a stake of 2,572 shares — an estimated $268K sold.

Weld Capital Management first reported a position in AIZ in Q1 2019 and held it in 2 quarters. The position peaked at $726K in Q1 2019. 372 funds tracked by Wall St. Rank hold AIZ as of Q2 2020.

  • Weld Capital Management reported no remaining Assurant position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 2,572 Assurant shares in Q2 2020, an estimated $268K.
  • Weld Capital Management first reported a position in Assurant in Q1 2019 and held it in 2 quarters.
  • Weld Capital Management's Assurant position peaked at $726K in Q1 2019.
  • 372 funds tracked by Wall St. Rank held Assurant as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.