Echo Street Capital Management’s Voya Financial VOYA Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-7,004	Closed	-$465K	–	411
2023 Q3	$465K	Sell	7,004 -1,623	-19%	-$116K	﹤0.01%	283
2023 Q2	$619K	Buy	+8,627	New	+$619K	0.01%	221
2023 Q1	–	Sell	-5,487	Closed	-$337K	–	609
2022 Q4	$337K	Buy	+5,487	New	+$352K	﹤0.01%	384
2022 Q3	–	Sell	-7,474	Closed	-$445K	–	698
2022 Q2	$445K	Buy	7,474 +4,301	+136%	+$277K	﹤0.01%	341
2022 Q1	$211K	Buy	+3,173	New	+$216K	﹤0.01%	556
2021 Q4	–	Sell	-24,388	Closed	-$1.5M	–	756
2021 Q3	$1.5M	Buy	24,388 +16,437	+207%	+$1.05M	0.01%	179
2021 Q2	$489K	Buy	7,951 +1,385	+21%	+$91K	﹤0.01%	375
2021 Q1	$418K	Buy	+6,566	New	+$395K	﹤0.01%	346
2020 Q3	–	Sell	-19,970	Closed	-$932K	–	361
2020 Q2	$932K	Buy	+19,970	New	+$887K	0.01%	272

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Echo Street Capital Management's VOYA Position: Q4 2023 in Review

Echo Street Capital Management sold out of Voya Financial (VOYA) in Q4 2023, closing a stake of 7,004 shares — an estimated $465K sold.

Echo Street Capital Management first reported a position in VOYA in Q2 2020 and held it in 9 quarters. The position peaked at $1.5M in Q3 2021. 393 funds tracked by Wall St. Rank hold VOYA as of Q4 2023.

Echo Street Capital Management reported no remaining Voya Financial position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,004 Voya Financial shares in Q4 2023, an estimated $465K.
Echo Street Capital Management first reported a position in Voya Financial in Q2 2020 and held it in 9 quarters.
Echo Street Capital Management's Voya Financial position peaked at $1.5M in Q3 2021.
393 funds tracked by Wall St. Rank held Voya Financial as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.