ZCM
AIZ icon

Ziegler Capital Management’s Assurant AIZ Stock Holding History

Ziegler 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
2013
Q3 		$4.23M Buy
78,225
+32,417
+71% +$1.75M 0.37% 73
2013
Q2 		$2.33M Buy
+45,808
New +$2.22M 0.25% 117

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ziegler Capital Management's AIZ Position: Q3 2013 in Review

Ziegler Capital Management increased its Assurant (AIZ) stake by 71% in Q3 2013, buying an estimated $1.75M and bringing the position to 78,225 shares worth $4.23M. The position accounts for 0.37% of the portfolio, ranked #73.

Ziegler Capital Management first reported a position in AIZ in Q2 2013 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold AIZ as of Q3 2013.

  • Ziegler Capital Management held 78,225 shares of Assurant worth $4.23M as of Q3 2013.
  • Ziegler Capital Management bought 32,417 Assurant shares in Q3 2013, an estimated $1.75M.
  • Assurant made up 0.37% of Ziegler Capital Management's portfolio in Q3 2013, its #73 holding.
  • Ziegler Capital Management first reported a position in Assurant in Q2 2013 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Assurant as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.