Winslow Evans & Crocker’s Assurant AIZ Stock Holding History

Winslow Evans & Crocker’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 Q4	$16K	Hold	114	–	–	﹤0.01%	839
2020 Q3	$14K	Hold	114	–	–	﹤0.01%	679
2020 Q2	$12K	Hold	114	–	–	﹤0.01%	699
2020 Q1	$12K	Hold	114	–	–	﹤0.01%	657
2019 Q4	$16K	Hold	114	–	–	﹤0.01%	703
2019 Q3	$16K	Hold	114	–	–	﹤0.01%	684
2019 Q2	$14K	Sell	114 -10	-8%	-$988	﹤0.01%	732
2019 Q1	$12K	Buy	124 +10	+9%	+$968	﹤0.01%	762
2018 Q4	$12K	Hold	114	–	–	﹤0.01%	721
2018 Q3	$14K	Hold	114	–	–	﹤0.01%	728
2018 Q2	$12K	Hold	114	–	–	﹤0.01%	756
2018 Q1	$10.4K	Hold	114	–	–	﹤0.01%	776
2017 Q4	$11.5K	Hold	114	–	–	﹤0.01%	780
2017 Q3	$10.9K	Hold	114	–	–	﹤0.01%	805
2017 Q2	$11.8K	Hold	114	–	–	﹤0.01%	882
2017 Q1	$10.9K	Hold	114	–	–	﹤0.01%	872
2016 Q4	$10.6K	Hold	114	–	–	﹤0.01%	866
2016 Q3	$10.5K	Hold	114	–	–	﹤0.01%	891
2016 Q2	$9.84K	Hold	114	–	–	﹤0.01%	887
2016 Q1	$8.79K	Hold	114	–	–	﹤0.01%	908
2015 Q4	$9.18K	Hold	114	–	–	﹤0.01%	928
2015 Q3	$9.01K	Hold	114	–	–	﹤0.01%	909
2015 Q2	$7.64K	Hold	114	–	–	﹤0.01%	995
2015 Q1	$7K	Hold	114	–	–	﹤0.01%	967
2014 Q4	$7.8K	Hold	114	–	–	﹤0.01%	943
2014 Q3	$7.33K	Hold	114	–	–	﹤0.01%	967
2014 Q2	$7.47K	Hold	114	–	–	﹤0.01%	930
2014 Q1	$7.41K	Hold	114	–	–	﹤0.01%	923
2013 Q4	$8K	Buy	+114	New	+$6.97K	﹤0.01%	976

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

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Winslow Evans & Crocker's AIZ Position: Q4 2020 in Review

Winslow Evans & Crocker held its Assurant (AIZ) position steady in Q4 2020 at 114 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Winslow Evans & Crocker first reported a position in AIZ in Q4 2013 and has held it in 29 quarters since. 425 funds tracked by Wall St. Rank hold AIZ as of Q4 2020.

Winslow Evans & Crocker held 114 shares of Assurant worth $16K as of Q4 2020.
Winslow Evans & Crocker left its Assurant share count unchanged in Q4 2020.
Assurant made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #839 holding.
Winslow Evans & Crocker first reported a position in Assurant in Q4 2013 and has held it in 29 quarters since.
425 funds tracked by Wall St. Rank held Assurant as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.