Zurich Insurance Group’s Assurant AIZ Stock Holding History

Zurich Insurance Group’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
2019 Q4	–	Sell	-20,659	Closed	-$2.6M	–	228
2019 Q3	$2.6M	Buy	+20,659	New	+$2.45M	0.05%	337
2019 Q2	–	Sell	-109,008	Closed	-$10.3M	–	430
2019 Q1	$10.3M	Buy	109,008 +20,268	+23%	+$1.96M	0.22%	139
2018 Q4	$7.94M	Buy	+88,740	New	+$8.68M	0.19%	151
2018 Q3	–	Sell	-10,500	Closed	-$1.09M	–	451
2018 Q2	$1.09M	Buy	+10,500	New	+$988K	0.02%	378
2016 Q1	–	Sell	-12,155	Closed	-$979K	–	371
2015 Q4	$979K	Buy	12,155 +3,864	+47%	+$319K	0.04%	293
2015 Q3	$655K	Buy	+8,291	New	+$619K	0.02%	238

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

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

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

LAM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zurich Insurance Group's AIZ Position: Q4 2019 in Review

Zurich Insurance Group sold out of Assurant (AIZ) in Q4 2019, closing a stake of 20,659 shares — an estimated $2.6M sold.

Zurich Insurance Group first reported a position in AIZ in Q3 2015 and held it in 6 quarters. The position peaked at $10.3M in Q1 2019. 390 funds tracked by Wall St. Rank hold AIZ as of Q4 2019.

Zurich Insurance Group reported no remaining Assurant position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 20,659 Assurant shares in Q4 2019, an estimated $2.6M.
Zurich Insurance Group first reported a position in Assurant in Q3 2015 and held it in 6 quarters.
Zurich Insurance Group's Assurant position peaked at $10.3M in Q1 2019.
390 funds tracked by Wall St. Rank held Assurant as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.