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Chartwell Investment Partners’s Voya Financial VOYA Stock Holding History

Chartwell Investment Partners’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
Q3 		$584K Sell
7,369
-772
-9% -$55.1K 0.02% 390
2024
Q2 		$579K Sell
8,141
-8,583
-51% -$618K 0.02% 387
2024
Q1 		$1.24M Sell
16,724
-1,732
-9% -$122K 0.04% 345
2023
Q4 		$1.35M Sell
18,456
-1,266
-6% -$88.3K 0.05% 331
2023
Q3 		$1.31M Sell
19,722
-573
-3% -$40.8K 0.05% 323
2023
Q2 		$1.46M Sell
20,295
-1,285
-6% -$92.3K 0.05% 319
2023
Q1 		$1.54M Buy
21,580
+684
+3% +$47.9K 0.06% 305
2022
Q4 		$1.28M Sell
20,896
-520
-2% -$33.3K 0.05% 318
2022
Q3 		$1.3M Sell
21,416
-760
-3% -$46.5K 0.06% 316
2022
Q2 		$1.32M Sell
22,176
-291
-1% -$18.7K 0.05% 326
2022
Q1 		$1.49M Sell
22,467
-126
-0.6% -$8.6K 0.05% 342
2021
Q4 		$1.5M Sell
22,593
-494
-2% -$32.5K 0.04% 348
2021
Q3 		$1.42M Sell
23,087
-655
-3% -$41.7K 0.04% 342
2021
Q2 		$1.46M Sell
23,742
-759
-3% -$49.9K 0.04% 334
2021
Q1 		$1.56M Sell
24,501
-941
-4% -$56.5K 0.05% 321
2020
Q4 		$1.5M Sell
25,442
-1,437
-5% -$77.9K 0.05% 321
2020
Q3 		$1.29M Buy
26,879
+6,983
+35% +$344K 0.05% 326
2020
Q2 		$928K Buy
+19,896
New +$884K 0.04% 335

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Chartwell Investment Partners's VOYA Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Voya Financial (VOYA) stake by 9.5% in Q3 2024, selling an estimated $55.1K and leaving 7,369 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #390.

Chartwell Investment Partners first reported a position in VOYA in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.56M in Q1 2021. 423 funds tracked by Wall St. Rank hold VOYA as of Q3 2024.

  • Chartwell Investment Partners held 7,369 shares of Voya Financial worth $584K as of Q3 2024.
  • Chartwell Investment Partners sold 772 Voya Financial shares in Q3 2024, an estimated $55.1K.
  • Voya Financial made up 0.02% of Chartwell Investment Partners's portfolio in Q3 2024, its #390 holding.
  • Chartwell Investment Partners first reported a position in Voya Financial in Q2 2020 and has held it in 18 quarters since.
  • Chartwell Investment Partners's Voya Financial position peaked at $1.56M in Q1 2021.
  • 423 funds tracked by Wall St. Rank held Voya Financial as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.