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Disciplined Investments’s Voya Financial VOYA Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-25
Closed -$1.79K – 1503
2023
Q2 		$1.79K Sell
25
-4
-14% -$287 ﹤0.01% 709
2023
Q1 		$2.07K Buy
29
+6
+26% +$420 ﹤0.01% 646
2022
Q4 		$1.41K Sell
23
-7
-23% -$448 ﹤0.01% 755
2022
Q3 		$2K Sell
30
-1
-3% -$61 ﹤0.01% 737
2022
Q2 		$2K Buy
31
+7
+29% +$450 ﹤0.01% 755
2022
Q1 		$2K Buy
+24
New +$1.64K ﹤0.01% 809

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Disciplined Investments's VOYA Position: Q3 2023 in Review

Disciplined Investments sold out of Voya Financial (VOYA) in Q3 2023, closing a stake of 25 shares — an estimated $1.79K sold.

Disciplined Investments first reported a position in VOYA in Q1 2022 and held it in 6 quarters. The position peaked at $2.07K in Q1 2023. 380 funds tracked by Wall St. Rank hold VOYA as of Q3 2023.

  • Disciplined Investments reported no remaining Voya Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 25 Voya Financial shares in Q3 2023, an estimated $1.79K.
  • Disciplined Investments first reported a position in Voya Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Voya Financial position peaked at $2.07K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held Voya Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.