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Hohimer Wealth Management’s Voya Financial VOYA Stock Holding History

Hohimer Wealth 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
2024
Q3 		– Sell
-8,333
Closed -$593K – 263
2024
Q2 		$593K Sell
8,333
-119
-1% -$8.56K 0.14% 144
2024
Q1 		$625K Buy
8,452
+140
+2% +$9.87K 0.15% 147
2023
Q4 		$606K Buy
8,312
+276
+3% +$19.2K 0.15% 142
2023
Q3 		$534K Hold
8,036
– – 0.15% 141
2023
Q2 		$576K Sell
8,036
-9,109
-53% -$654K 0.16% 142
2023
Q1 		$1.23M Buy
17,145
+7,846
+84% +$549K 0.35% 75
2022
Q4 		$572K Sell
9,299
-10,973
-54% -$703K 0.18% 109
2022
Q3 		$1.23M Sell
20,272
-298
-1% -$18.2K 0.39% 79
2022
Q2 		$1.23M Sell
20,570
-18,799
-48% -$1.21M 0.36% 84
2022
Q1 		$2.61M Buy
39,369
+1,634
+4% +$111K 0.52% 73
2021
Q4 		$2.5M Sell
37,735
-4,618
-11% -$304K 0.53% 68
2021
Q3 		$2.6M Sell
42,353
-602
-1% -$38.3K 0.55% 71
2021
Q2 		$2.64M Buy
42,955
+6,306
+17% +$414K 0.54% 75
2021
Q1 		$2.33M Sell
36,649
-3,723
-9% -$224K 0.57% 67
2020
Q4 		$2.37M Sell
40,372
-94
-0.2% -$5.09K 0.63% 49
2020
Q3 		$2.05M Buy
40,466
+516
+1% +$25.4K 0.58% 54
2020
Q2 		$1.86M Buy
39,950
+4,512
+13% +$200K 0.64% 50
2020
Q1 		$1.52M Buy
35,438
+6,438
+22% +$351K 0.64% 64
2019
Q4 		$1.77M Buy
+29,000
New +$1.64M 0.61% 66

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Hohimer Wealth Management's VOYA Position: Q3 2024 in Review

Hohimer Wealth Management sold out of Voya Financial (VOYA) in Q3 2024, closing a stake of 8,333 shares — an estimated $593K sold.

Hohimer Wealth Management first reported a position in VOYA in Q4 2019 and held it in 19 quarters. The position peaked at $2.64M in Q2 2021. 424 funds tracked by Wall St. Rank hold VOYA as of Q3 2024.

  • Hohimer Wealth Management reported no remaining Voya Financial position as of Q3 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 8,333 Voya Financial shares in Q3 2024, an estimated $593K.
  • Hohimer Wealth Management first reported a position in Voya Financial in Q4 2019 and held it in 19 quarters.
  • Hohimer Wealth Management's Voya Financial position peaked at $2.64M in Q2 2021.
  • 424 funds tracked by Wall St. Rank held Voya Financial as of Q3 2024.

Based on Hohimer Wealth Management's 13F filing for Q3 2024, filed 19 Nov 2024.