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Winton Capital Management’s Assurant AIZ Stock Holding History

Winton 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
2014
Q1 		$78.7M Buy
1,212,160
+348,655
+40% +$22.8M 0.54% 25
2013
Q4 		$57.3M Buy
863,505
+316,071
+58% +$19.3M 0.51% 33
2013
Q3 		$29.6M Buy
547,434
+205,476
+60% +$11.1M 0.36% 95
2013
Q2 		$17.4M Buy
+341,958
New +$16.6M 0.21% 175

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Winton Capital Management's AIZ Position: Q1 2014 in Review

Winton Capital Management increased its Assurant (AIZ) stake by 40% in Q1 2014, buying an estimated $22.8M and bringing the position to 1,212,160 shares worth $78.7M. The position accounts for 0.54% of the portfolio, ranked #25.

Winton Capital Management first reported a position in AIZ in Q2 2013 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold AIZ as of Q1 2014.

  • Winton Capital Management held 1,212,160 shares of Assurant worth $78.7M as of Q1 2014.
  • Winton Capital Management bought 348,655 Assurant shares in Q1 2014, an estimated $22.8M.
  • Assurant made up 0.54% of Winton Capital Management's portfolio in Q1 2014, its #25 holding.
  • Winton Capital Management first reported a position in Assurant in Q2 2013 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Assurant as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.