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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
2026
Q2 		$4.42M Buy
+48,800
New +$3.97M 0.02% 623
2023
Q3 		– Sell
-75,000
Closed -$5.38M – 1569
2023
Q2 		$5.38M Hold
75,000
– – 0.1% 256
2023
Q1 		$5.36M Buy
+75,000
New +$5.25M 0.1% 216

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
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.