Bourgeon Capital Management’s Voya Financial VOYA Stock Holding History

Bourgeon Capital Management’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
2022 Q4	–	Sell	-4	Closed	–	–	468
2022 Q3	$0	Buy	+4	New	+$245	﹤0.01%	445

Other funds holding VOYA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bourgeon Capital Management's VOYA Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Voya Financial (VOYA) in Q4 2022, closing a stake of 4 shares.

Bourgeon Capital Management first reported a position in VOYA in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 413 funds tracked by Wall St. Rank hold VOYA as of Q4 2022.

Bourgeon Capital Management reported no remaining Voya Financial position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 4 Voya Financial shares in Q4 2022.
Bourgeon Capital Management first reported a position in Voya Financial in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's Voya Financial position peaked at $0 in Q3 2022.
413 funds tracked by Wall St. Rank held Voya Financial as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.