E. Ohman J:or Asset Management’s Voya Financial VOYA Stock Holding History

E. Ohman J:or Asset 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
2021 Q4	–	Sell	-5,300	Closed	-$325K	–	506
2021 Q3	$325K	Hold	5,300	–	–	0.01%	441
2021 Q2	$326K	Hold	5,300	–	–	0.01%	449
2021 Q1	$337K	Hold	5,300	–	–	0.01%	398
2020 Q4	$312K	Hold	5,300	–	–	0.01%	387
2020 Q3	$254K	Hold	5,300	–	–	0.01%	376
2020 Q2	$247K	Hold	5,300	–	–	0.01%	374
2020 Q1	$215K	Sell	5,300 -481,127	-99%	-$26.2M	0.02%	350
2019 Q4	$29.7M	Hold	486,427	–	–	1.64%	17
2019 Q3	$26.5M	Buy	486,427 +132,195	+37%	+$7.06M	1.67%	18
2019 Q2	$19.6M	Buy	354,232 +347,132	+4,889%	+$18.6M	1.29%	22
2019 Q1	$355K	Hold	7,100	–	–	0.02%	291
2018 Q4	$285K	Sell	7,100 -1,400	-16%	-$62.2K	0.02%	316
2018 Q3	$422K	Buy	8,500 +2,000	+31%	+$98.8K	0.03%	278
2018 Q2	$306K	Buy	6,500 +2,300	+55%	+$119K	0.02%	314
2018 Q1	$212K	Sell	4,200 -3,000	-42%	-$155K	0.02%	458
2017 Q4	$356K	Buy	7,200 +900	+14%	+$38.7K	0.03%	349
2017 Q3	$251K	Buy	6,300 +300	+5%	+$11.5K	0.02%	404
2017 Q2	$221K	Hold	6,000	–	–	0.02%	418
2017 Q1	$228K	Hold	6,000	–	–	0.03%	396
2016 Q4	$235K	Buy	6,000 +2,500	+71%	+$88.1K	0.03%	359
2016 Q3	$101K	Hold	3,500	–	–	0.02%	503
2016 Q2	$86.7K	Hold	3,500	–	–	0.01%	503
2016 Q1	$104K	Hold	3,500	–	–	0.02%	476
2015 Q4	$129K	Hold	3,500	–	–	0.02%	446
2015 Q3	$136K	Hold	3,500	–	–	0.04%	417
2015 Q2	$163K	Sell	3,500 -2,500	-42%	-$113K	0.04%	418
2015 Q1	$259K	Buy	6,000 +3,000	+100%	+$126K	0.06%	301
2014 Q4	$129K	Hold	3,000	–	–	0.03%	465
2014 Q3	$117K	Hold	3,000	–	–	0.03%	461
2014 Q2	$109K	Buy	+3,000	New	+$107K	0.03%	477

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

E. Ohman J:or Asset Management's VOYA Position: Q4 2021 in Review

E. Ohman J:or Asset Management sold out of Voya Financial (VOYA) in Q4 2021, closing a stake of 5,300 shares — an estimated $325K sold.

E. Ohman J:or Asset Management first reported a position in VOYA in Q2 2014 and held it in 30 quarters. The position peaked at $29.7M in Q4 2019. 395 funds tracked by Wall St. Rank hold VOYA as of Q4 2021.

E. Ohman J:or Asset Management reported no remaining Voya Financial position as of Q4 2021 after selling out during the quarter.
E. Ohman J:or Asset Management sold 5,300 Voya Financial shares in Q4 2021, an estimated $325K.
E. Ohman J:or Asset Management first reported a position in Voya Financial in Q2 2014 and held it in 30 quarters.
E. Ohman J:or Asset Management's Voya Financial position peaked at $29.7M in Q4 2019.
395 funds tracked by Wall St. Rank held Voya Financial as of Q4 2021.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2021, filed 5 Apr 2024.