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VOYA icon

Bailard’s Voya Financial VOYA Stock Holding History

Bailard’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
2023
Q3 		– Sell
-4,974
Closed -$357K – 779
2023
Q2 		$357K Sell
4,974
-232
-4% -$16.7K 0.01% 465
2023
Q1 		$372K Sell
5,206
-60
-1% -$4.2K 0.01% 452
2022
Q4 		$324K Sell
5,266
-2,696
-34% -$173K 0.01% 494
2022
Q3 		$482K Buy
7,962
+125
+2% +$7.64K 0.02% 371
2022
Q2 		$467K Buy
7,837
+17
+0.2% +$1.09K 0.02% 386
2022
Q1 		$519K Buy
7,820
+2,024
+35% +$138K 0.02% 397
2021
Q4 		$384K Buy
5,796
+352
+6% +$23.2K 0.01% 463
2021
Q3 		$334K Sell
5,444
-77
-1% -$4.9K 0.01% 501
2021
Q2 		$340K Sell
5,521
-593
-10% -$39K 0.01% 483
2021
Q1 		$389K Buy
6,114
+1,131
+23% +$68K 0.01% 447
2020
Q4 		$293K Buy
+4,983
New +$270K 0.01% 447

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bailard's VOYA Position: Q3 2023 in Review

Bailard sold out of Voya Financial (VOYA) in Q3 2023, closing a stake of 4,974 shares — an estimated $357K sold.

Bailard first reported a position in VOYA in Q4 2020 and held it in 11 quarters. The position peaked at $519K in Q1 2022. 380 funds tracked by Wall St. Rank hold VOYA as of Q3 2023.

  • Bailard reported no remaining Voya Financial position as of Q3 2023 after selling out during the quarter.
  • Bailard sold 4,974 Voya Financial shares in Q3 2023, an estimated $357K.
  • Bailard first reported a position in Voya Financial in Q4 2020 and held it in 11 quarters.
  • Bailard's Voya Financial position peaked at $519K in Q1 2022.
  • 380 funds tracked by Wall St. Rank held Voya Financial as of Q3 2023.

Based on Bailard's 13F filing for Q3 2023, filed 24 Oct 2023.