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Advisory Research’s Voya Financial VOYA Stock Holding History

Advisory Research’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,999
Closed -$827K – 388
2021
Q1 		$827K Hold
12,999
– – 0.06% 224
2020
Q4 		$764K Sell
12,999
-3,905
-23% -$212K 0.06% 221
2020
Q3 		$810K Sell
16,904
-705
-4% -$34.7K 0.08% 195
2020
Q2 		$821K Sell
17,609
-18,170
-51% -$807K 0.07% 190
2020
Q1 		$1.45M Sell
35,779
-1,145
-3% -$62.4K 0.1% 108
2019
Q4 		$2.25M Sell
36,924
-1,000
-3% -$56.4K 0.1% 116
2019
Q3 		$2.06M Sell
37,924
-240
-0.6% -$12.8K 0.1% 118
2019
Q2 		$2.11M Sell
38,164
-1,671
-4% -$89.5K 0.04% 188
2019
Q1 		$1.99M Sell
39,835
-1,972
-5% -$93.6K 0.04% 183
2018
Q4 		$1.68M Buy
41,807
+4,094
+11% +$182K 0.04% 192
2018
Q3 		$1.87M Sell
37,713
-149,068
-80% -$7.37M 0.03% 204
2018
Q2 		$8.78M Sell
186,781
-35,238
-16% -$1.82M 0.14% 126
2018
Q1 		$11.2M Sell
222,019
-15,255
-6% -$788K 0.2% 113
2017
Q4 		$11.7M Sell
237,274
-77,393
-25% -$3.33M 0.19% 113
2017
Q3 		$12.6M Sell
314,667
-23,422
-7% -$897K 0.2% 106
2017
Q2 		$12.5M Sell
338,089
-252,374
-43% -$9.18M 0.2% 109
2017
Q1 		$22.4M Sell
590,463
-437,259
-43% -$17.6M 0.33% 76
2016
Q4 		$40.3M Sell
1,027,722
-77,067
-7% -$2.72M 0.6% 54
2016
Q3 		$31.8M Sell
1,104,789
-15,373
-1% -$420K 0.52% 61
2016
Q2 		$27.7M Sell
1,120,162
-103,177
-8% -$3.16M 0.48% 64
2016
Q1 		$36.4M Sell
1,223,339
-182,708
-13% -$5.53M 0.69% 50
2015
Q4 		$51.9M Buy
1,406,047
+360,232
+34% +$14.3M 0.79% 41
2015
Q3 		$40.5M Sell
1,045,815
-91,290
-8% -$4.01M 0.58% 54
2015
Q2 		$52.8M Sell
1,137,105
-66,165
-5% -$2.98M 0.6% 48
2015
Q1 		$51.9M Sell
1,203,270
-10,707
-0.9% -$451K 0.57% 50
2014
Q4 		$51.4M Buy
+1,213,977
New +$48.5M 0.54% 59

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Research's VOYA Position: Q2 2021 in Review

Advisory Research sold out of Voya Financial (VOYA) in Q2 2021, closing a stake of 12,999 shares — an estimated $827K sold.

Advisory Research first reported a position in VOYA in Q4 2014 and held it in 26 quarters. The position peaked at $52.8M in Q2 2015. 389 funds tracked by Wall St. Rank hold VOYA as of Q2 2021.

  • Advisory Research reported no remaining Voya Financial position as of Q2 2021 after selling out during the quarter.
  • Advisory Research sold 12,999 Voya Financial shares in Q2 2021, an estimated $827K.
  • Advisory Research first reported a position in Voya Financial in Q4 2014 and held it in 26 quarters.
  • Advisory Research's Voya Financial position peaked at $52.8M in Q2 2015.
  • 389 funds tracked by Wall St. Rank held Voya Financial as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.