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Aperio Group’s Voya Financial VOYA Stock Holding History

Aperio Group’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
2020
Q4 		$14M Sell
238,255
-15,801
-6% -$856K 0.04% 438
2020
Q3 		$12.2M Buy
254,056
+28,199
+12% +$1.39M 0.04% 413
2020
Q2 		$10.5M Sell
225,857
-59,411
-21% -$2.64M 0.04% 438
2020
Q1 		$11.6M Buy
285,268
+85,325
+43% +$4.65M 0.05% 365
2019
Q4 		$12.2M Buy
199,943
+10,731
+6% +$606K 0.04% 440
2019
Q3 		$10.3M Buy
189,212
+23,044
+14% +$1.23M 0.04% 462
2019
Q2 		$9.19M Buy
166,168
+4,193
+3% +$225K 0.04% 496
2019
Q1 		$8.09M Buy
161,975
+8,663
+6% +$411K 0.03% 524
2018
Q4 		$6.15M Buy
153,312
+3,420
+2% +$152K 0.03% 565
2018
Q3 		$7.45M Sell
149,892
-1,954
-1% -$96.6K 0.03% 546
2018
Q2 		$7.14M Buy
151,846
+2,145
+1% +$111K 0.03% 544
2018
Q1 		$7.56M Buy
149,701
+14,972
+11% +$773K 0.04% 518
2017
Q4 		$6.67M Buy
134,729
+2,985
+2% +$128K 0.03% 544
2017
Q3 		$5.25M Buy
131,744
+1,746
+1% +$66.9K 0.03% 588
2017
Q2 		$4.8M Sell
129,998
-6,743
-5% -$245K 0.03% 601
2017
Q1 		$5.19M Buy
136,741
+19,498
+17% +$785K 0.04% 535
2016
Q4 		$4.6M Buy
117,243
+13,842
+13% +$488K 0.04% 533
2016
Q3 		$2.98M Sell
103,401
-6,654
-6% -$182K 0.02% 702
2016
Q2 		$2.73M Sell
110,055
-32,598
-23% -$997K 0.02% 698
2016
Q1 		$4.25M Buy
142,653
+65,011
+84% +$1.97M 0.04% 539
2015
Q4 		$2.87M Buy
77,642
+10,647
+16% +$422K 0.03% 629
2015
Q3 		$2.6M Buy
66,995
+5,975
+10% +$263K 0.03% 649
2015
Q2 		$2.84M Buy
61,020
+48,529
+389% +$2.19M 0.03% 597
2015
Q1 		$538K Buy
12,491
+5,256
+73% +$221K 0.01% 1233
2014
Q4 		$307K Buy
+7,235
New +$289K ﹤0.01% 1494

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aperio Group's VOYA Position: Q4 2020 in Review

Aperio Group reduced its Voya Financial (VOYA) stake by 6.2% in Q4 2020, selling an estimated $856K and leaving 238,255 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #438.

Aperio Group first reported a position in VOYA in Q4 2014 and has held it in 25 quarters since. 388 funds tracked by Wall St. Rank hold VOYA as of Q4 2020.

  • Aperio Group held 238,255 shares of Voya Financial worth $14M as of Q4 2020.
  • Aperio Group sold 15,801 Voya Financial shares in Q4 2020, an estimated $856K.
  • Voya Financial made up 0.04% of Aperio Group's portfolio in Q4 2020, its #438 holding.
  • Aperio Group first reported a position in Voya Financial in Q4 2014 and has held it in 25 quarters since.
  • 388 funds tracked by Wall St. Rank held Voya Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.