Dubuque Bank & Trust’s Voya Financial VOYA Stock Holding History

Dubuque Bank & 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
2021 Q3	–	Sell	-4,990	Closed	-$307K	–	286
2021 Q2	$307K	Sell	4,990 -445	-8%	-$29.2K	0.03%	200
2021 Q1	$346K	Hold	5,435	–	–	0.04%	193
2020 Q4	$320K	Sell	5,435 -355	-6%	-$19.2K	0.04%	195
2020 Q3	$278K	Hold	5,790	–	–	0.04%	171
2020 Q2	$270K	Buy	+5,790	New	+$257K	0.04%	172
2019 Q2	–	Sell	-3,090	Closed	-$154K	–	588
2019 Q1	$154K	Hold	3,090	–	–	0.02%	176
2018 Q4	$124K	Sell	3,090 -125	-4%	-$5.55K	0.02%	180
2018 Q3	$160K	Hold	3,215	–	–	0.02%	170
2018 Q2	$151K	Hold	3,215	–	–	0.02%	216
2018 Q1	$162K	Hold	3,215	–	–	0.03%	240
2017 Q4	$159K	Hold	3,215	–	–	0.02%	253
2017 Q3	$128K	Buy	+3,215	New	+$123K	0.02%	258

Other funds holding VOYA

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dubuque Bank & Trust's VOYA Position: Q3 2021 in Review

Dubuque Bank & Trust sold out of Voya Financial (VOYA) in Q3 2021, closing a stake of 4,990 shares — an estimated $307K sold.

Dubuque Bank & Trust first reported a position in VOYA in Q3 2017 and held it in 12 quarters. The position peaked at $346K in Q1 2021. 395 funds tracked by Wall St. Rank hold VOYA as of Q3 2021.

Dubuque Bank & Trust reported no remaining Voya Financial position as of Q3 2021 after selling out during the quarter.
Dubuque Bank & Trust sold 4,990 Voya Financial shares in Q3 2021, an estimated $307K.
Dubuque Bank & Trust first reported a position in Voya Financial in Q3 2017 and held it in 12 quarters.
Dubuque Bank & Trust's Voya Financial position peaked at $346K in Q1 2021.
395 funds tracked by Wall St. Rank held Voya Financial as of Q3 2021.

Based on Dubuque Bank & Trust's 13F filing for Q3 2021, filed 9 Nov 2021.