Caldwell Trust’s Voya Financial VOYA Stock Holding History

Caldwell Trust’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 Q2	–	Sell	-27	Closed	-$1.09K	–	793
2020 Q1	$1.09K	Hold	27	–	–	﹤0.01%	776
2019 Q4	$1.65K	Buy	+27	New	+$1.52K	﹤0.01%	787

Other funds holding VOYA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caldwell Trust's VOYA Position: Q2 2020 in Review

Caldwell Trust sold out of Voya Financial (VOYA) in Q2 2020, closing a stake of 27 shares — an estimated $1.09K sold.

Caldwell Trust first reported a position in VOYA in Q4 2019 and held it in 2 quarters. The position peaked at $1.65K in Q4 2019. 374 funds tracked by Wall St. Rank hold VOYA as of Q2 2020.

Caldwell Trust reported no remaining Voya Financial position as of Q2 2020 after selling out during the quarter.
Caldwell Trust sold 27 Voya Financial shares in Q2 2020, an estimated $1.09K.
Caldwell Trust first reported a position in Voya Financial in Q4 2019 and held it in 2 quarters.
Caldwell Trust's Voya Financial position peaked at $1.65K in Q4 2019.
374 funds tracked by Wall St. Rank held Voya Financial as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.