Institutional & Family Asset Management’s Voya Financial VOYA Stock Holding History

Institutional & Family 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
2023 Q1	–	Sell	-166	Closed	-$10.2K	–	761
2022 Q4	$10.2K	Hold	166	–	–	﹤0.01%	373
2022 Q3	$10K	Hold	166	–	–	﹤0.01%	391
2022 Q2	$10K	Hold	166	–	–	﹤0.01%	396
2022 Q1	$11K	Sell	166 -3	-2%	-$205	﹤0.01%	432
2021 Q4	$11K	Hold	169	–	–	﹤0.01%	437
2021 Q3	$10K	Sell	169 -73	-30%	-$4.65K	﹤0.01%	554
2021 Q2	$15K	Hold	242	–	–	﹤0.01%	532
2021 Q1	$15K	Hold	242	–	–	﹤0.01%	521
2020 Q4	$14K	Sell	242 -6	-2%	-$325	﹤0.01%	489
2020 Q3	$12K	Hold	248	–	–	﹤0.01%	465
2020 Q2	$12K	Sell	248 -18	-7%	-$799	﹤0.01%	466
2020 Q1	$11K	Buy	266 +15	+6%	+$818	﹤0.01%	449
2019 Q4	$15K	Hold	251	–	–	﹤0.01%	456
2019 Q3	$14K	Buy	251 +3	+1%	+$160	﹤0.01%	443
2019 Q2	$14K	Buy	248 +5	+2%	+$268	﹤0.01%	462
2019 Q1	$12K	Hold	243	–	–	﹤0.01%	483
2018 Q4	$10K	Hold	243	–	–	﹤0.01%	480
2018 Q3	$12K	Hold	243	–	–	﹤0.01%	513
2018 Q2	$11K	Sell	243 -5	-2%	-$259	﹤0.01%	519
2018 Q1	$13K	Buy	+248	New	+$12.8K	﹤0.01%	465

Other funds holding VOYA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's VOYA Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Voya Financial (VOYA) in Q1 2023, closing a stake of 166 shares — an estimated $10.2K sold.

Institutional & Family Asset Management first reported a position in VOYA in Q1 2018 and held it in 20 quarters. The position peaked at $15K in Q2 2021. 398 funds tracked by Wall St. Rank hold VOYA as of Q1 2023.

Institutional & Family Asset Management reported no remaining Voya Financial position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 166 Voya Financial shares in Q1 2023, an estimated $10.2K.
Institutional & Family Asset Management first reported a position in Voya Financial in Q1 2018 and held it in 20 quarters.
Institutional & Family Asset Management's Voya Financial position peaked at $15K in Q2 2021.
398 funds tracked by Wall St. Rank held Voya Financial as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.