Your Advocates Ltd’s Assurant AIZ Stock Holding History

Your Advocates Ltd’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
2023 Q3	–	Sell	-25	Closed	-$3.14K	–	302
2023 Q2	$3.14K	Hold	25	–	–	﹤0.01%	193
2023 Q1	$3K	Buy	+25	New	+$3.13K	﹤0.01%	152

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Your Advocates Ltd's AIZ Position: Q3 2023 in Review

Your Advocates Ltd sold out of Assurant (AIZ) in Q3 2023, closing a stake of 25 shares — an estimated $3.14K sold.

Your Advocates Ltd first reported a position in AIZ in Q1 2023 and held it in 2 quarters. The position peaked at $3.14K in Q2 2023. 419 funds tracked by Wall St. Rank hold AIZ as of Q3 2023.

Your Advocates Ltd reported no remaining Assurant position as of Q3 2023 after selling out during the quarter.
Your Advocates Ltd sold 25 Assurant shares in Q3 2023, an estimated $3.14K.
Your Advocates Ltd first reported a position in Assurant in Q1 2023 and held it in 2 quarters.
Your Advocates Ltd's Assurant position peaked at $3.14K in Q2 2023.
419 funds tracked by Wall St. Rank held Assurant as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.