Zeke Capital Advisors’s Assurant AIZ Stock Holding History

Zeke Capital Advisors’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
2021 Q1	–	Sell	-1,554	Closed	-$212K	–	305
2020 Q4	$212K	Buy	+1,554	New	+$201K	0.02%	263
2019 Q4	–	Sell	-2,581	Closed	-$325K	–	540
2019 Q3	$325K	Hold	2,581	–	–	0.03%	440
2019 Q2	$275K	Hold	2,581	–	–	0.03%	487
2019 Q1	$245K	Sell	2,581 -20	-0.8%	-$1.94K	0.02%	510
2018 Q4	$233K	Sell	2,601 -98	-4%	-$9.59K	0.02%	484
2018 Q3	$291K	Hold	2,699	–	–	0.02%	526
2018 Q2	$279K	Buy	2,699 +98	+4%	+$9.22K	0.03%	426
2018 Q1	$238K	Buy	+2,601	New	+$238K	0.02%	516

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

LAM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Zeke Capital Advisors's AIZ Position: Q1 2021 in Review

Zeke Capital Advisors sold out of Assurant (AIZ) in Q1 2021, closing a stake of 1,554 shares — an estimated $212K sold.

Zeke Capital Advisors first reported a position in AIZ in Q1 2018 and held it in 8 quarters. The position peaked at $325K in Q3 2019. 401 funds tracked by Wall St. Rank hold AIZ as of Q1 2021.

Zeke Capital Advisors reported no remaining Assurant position as of Q1 2021 after selling out during the quarter.
Zeke Capital Advisors sold 1,554 Assurant shares in Q1 2021, an estimated $212K.
Zeke Capital Advisors first reported a position in Assurant in Q1 2018 and held it in 8 quarters.
Zeke Capital Advisors's Assurant position peaked at $325K in Q3 2019.
401 funds tracked by Wall St. Rank held Assurant as of Q1 2021.

Based on Zeke Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.