Caption Management’s Voya Financial VOYA Stock Holding History

Caption 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 Q1	–	Sell	-3,000	Closed	-$219K	–	1695
2023 Q4	$219K	Buy	+3,000	New	+$209K	﹤0.01%	1103

Other funds holding VOYA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Caption Management's VOYA Position: Q1 2024 in Review

Caption Management sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 3,000 shares — an estimated $219K sold.

Caption Management first reported a position in VOYA in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 396 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

Caption Management reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
Caption Management sold 3,000 Voya Financial shares in Q1 2024, an estimated $219K.
Caption Management first reported a position in Voya Financial in Q4 2023 and held it in 1 quarter.
Caption Management's Voya Financial position peaked at $219K in Q4 2023.
396 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on Caption Management's 13F filing for Q1 2024, filed 15 May 2024.