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H2O AM’s Voya Financial VOYA Stock Holding History

H2O AM’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
2020
Q4 		$255K Hold
4,332
– – 0.62% 44
2020
Q3 		$208K Sell
4,332
-3,109
-42% -$153K 0.34% 54
2020
Q2 		$347K Sell
7,441
-7,212
-49% -$320K 0.37% 53
2020
Q1 		$594K Sell
14,653
-17,040
-54% -$929K 0.47% 44
2019
Q4 		$1.93M Sell
31,693
-143,102
-82% -$8.08M 0.46% 53
2019
Q3 		$9.52M Sell
174,795
-66,596
-28% -$3.55M 1.63% 26
2019
Q2 		$13.3M Buy
241,391
+55,702
+30% +$2.98M 1.12% 37
2019
Q1 		$9.28M Sell
185,689
-135,218
-42% -$6.42M 1.16% 26
2018
Q4 		$12.7M Buy
+320,907
New +$14.3M 1.4% 19

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

H2O AM's VOYA Position: Q4 2020 in Review

H2O AM held its Voya Financial (VOYA) position steady in Q4 2020 at 4,332 shares worth $255K. The position accounts for 0.62% of the portfolio, ranked #44.

H2O AM first reported a position in VOYA in Q4 2018 and has held it in 9 quarters since. The position peaked at $13.3M in Q2 2019. 388 funds tracked by Wall St. Rank hold VOYA as of Q4 2020.

  • H2O AM held 4,332 shares of Voya Financial worth $255K as of Q4 2020.
  • H2O AM left its Voya Financial share count unchanged in Q4 2020.
  • Voya Financial made up 0.62% of H2O AM's portfolio in Q4 2020, its #44 holding.
  • H2O AM first reported a position in Voya Financial in Q4 2018 and has held it in 9 quarters since.
  • H2O AM's Voya Financial position peaked at $13.3M in Q2 2019.
  • 388 funds tracked by Wall St. Rank held Voya Financial as of Q4 2020.

Based on H2O AM's 13F filing for Q4 2020, filed 12 Feb 2021.