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Burns Matteson Capital Management’s Voya Financial VOYA Stock Holding History

Burns Matteson 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
2024
Q4 		– Sell
-4,586
Closed -$363K – 192
2024
Q3 		$363K Buy
+4,586
New +$327K 0.2% 92
2022
Q2 		– Sell
-6,685
Closed -$444K – 157
2022
Q1 		$444K Sell
6,685
-3,943
-37% -$269K 0.31% 62
2021
Q4 		$705K Buy
+10,628
New +$700K 0.48% 63

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Burns Matteson Capital Management's VOYA Position: Q4 2024 in Review

Burns Matteson Capital Management sold out of Voya Financial (VOYA) in Q4 2024, closing a stake of 4,586 shares — an estimated $363K sold.

Burns Matteson Capital Management first reported a position in VOYA in Q4 2021 and held it in 3 quarters. The position peaked at $705K in Q4 2021. 418 funds tracked by Wall St. Rank hold VOYA as of Q4 2024.

  • Burns Matteson Capital Management reported no remaining Voya Financial position as of Q4 2024 after selling out during the quarter.
  • Burns Matteson Capital Management sold 4,586 Voya Financial shares in Q4 2024, an estimated $363K.
  • Burns Matteson Capital Management first reported a position in Voya Financial in Q4 2021 and held it in 3 quarters.
  • Burns Matteson Capital Management's Voya Financial position peaked at $705K in Q4 2021.
  • 418 funds tracked by Wall St. Rank held Voya Financial as of Q4 2024.

Based on Burns Matteson Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.