IRF
VOYA icon

IBM Retirement Fund’s Voya Financial VOYA Stock Holding History

IBM Retirement Fund’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
-3,322
Closed -$204K – 702
2021
Q3 		$204K Hold
3,322
– – 0.02% 725
2021
Q2 		$204K Sell
3,322
-701
-17% -$46.1K 0.02% 736
2021
Q1 		$256K Sell
4,023
-614
-13% -$36.9K 0.02% 678
2020
Q4 		$273K Buy
+4,637
New +$251K 0.02% 651
2017
Q1 		– Sell
-16,305
Closed -$639K – 728
2016
Q4 		$639K Sell
16,305
-2,945
-15% -$104K 0.03% 498
2016
Q3 		$555K Sell
19,250
-1,412
-7% -$38.6K 0.03% 588
2016
Q2 		$512K Sell
20,662
-876
-4% -$26.8K 0.02% 637
2016
Q1 		$641K Sell
21,538
-35,155
-62% -$1.06M 0.02% 569
2015
Q4 		$2.09M Buy
56,693
+3,784
+7% +$150K 0.04% 476
2015
Q3 		$2.1M Sell
52,909
-3,027
-5% -$133K 0.04% 427
2015
Q2 		$2.6M Buy
55,936
+21,872
+64% +$985K 0.05% 390
2015
Q1 		$1.47M Buy
34,064
+536
+2% +$22.6K 0.03% 607
2014
Q4 		$1.42M Buy
33,528
+5,362
+19% +$214K 0.03% 605
2014
Q3 		$1.1M Sell
28,166
-5,686
-17% -$216K 0.02% 649
2014
Q2 		$1.22M Buy
33,852
+15,401
+83% +$551K 0.02% 685
2014
Q1 		$676K Sell
18,451
-10,634
-37% -$377K 0.01% 888
2013
Q4 		$1.02M Sell
29,085
-1,437
-5% -$47.4K 0.01% 893
2013
Q3 		$891K Sell
30,522
-3,750
-11% -$112K 0.01% 920
2013
Q2 		$927K Buy
+34,272
New +$881K 0.01% 931

Other funds holding VOYA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IBM Retirement Fund's VOYA Position: Q4 2021 in Review

IBM Retirement Fund sold out of Voya Financial (VOYA) in Q4 2021, closing a stake of 3,322 shares — an estimated $204K sold.

IBM Retirement Fund first reported a position in VOYA in Q2 2013 and held it in 19 quarters. The position peaked at $2.6M in Q2 2015. 394 funds tracked by Wall St. Rank hold VOYA as of Q4 2021.

  • IBM Retirement Fund reported no remaining Voya Financial position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 3,322 Voya Financial shares in Q4 2021, an estimated $204K.
  • IBM Retirement Fund first reported a position in Voya Financial in Q2 2013 and held it in 19 quarters.
  • IBM Retirement Fund's Voya Financial position peaked at $2.6M in Q2 2015.
  • 394 funds tracked by Wall St. Rank held Voya Financial as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.