Itau Unibanco Holding S.A.’s Voya Financial VOYA Stock Holding History

Itau Unibanco Holding S.A.’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	-732	Closed	-$48.6K	–	533
2023 Q3	$48.6K	Buy	732 +19	+3%	+$1.35K	﹤0.01%	291
2023 Q2	$51.1K	Buy	+713	New	+$51.2K	﹤0.01%	332
2023 Q1	–	Sell	-1,329	Closed	-$82.9K	–	616
2022 Q4	$82.9K	Buy	+1,329	New	+$85.1K	﹤0.01%	315
2019 Q4	–	Sell	-2,715	Closed	-$149K	–	982
2019 Q3	$149K	Hold	2,715	–	–	0.01%	186
2019 Q2	$149K	Sell	2,715 -3,304	-55%	-$177K	0.01%	519
2019 Q1	$234K	Hold	6,019	–	–	0.01%	177
2018 Q4	$234K	Buy	6,019 +1,670	+38%	+$74.2K	0.01%	177
2018 Q3	$216K	Buy	4,349 +179	+4%	+$8.85K	0.01%	254
2018 Q2	$195K	Sell	4,170 -38	-0.9%	-$1.97K	0.02%	306
2018 Q1	$213K	Buy	4,208 +3,008	+251%	+$155K	﹤0.01%	370
2017 Q4	$59K	Buy	+1,200	New	+$51.6K	﹤0.01%	419
2017 Q2	–	Sell	-110	Closed	-$4K	–	754
2017 Q1	$4K	Buy	+110	New	+$4.43K	﹤0.01%	659

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 $3.38T AUM 44.17% 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

Itau Unibanco Holding S.A.'s VOYA Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Voya Financial (VOYA) in Q4 2023, closing a stake of 732 shares — an estimated $48.6K sold.

Itau Unibanco Holding S.A. first reported a position in VOYA in Q1 2017 and held it in 12 quarters. The position peaked at $234K in Q1 2019. 393 funds tracked by Wall St. Rank hold VOYA as of Q4 2023.

Itau Unibanco Holding S.A. reported no remaining Voya Financial position as of Q4 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 732 Voya Financial shares in Q4 2023, an estimated $48.6K.
Itau Unibanco Holding S.A. first reported a position in Voya Financial in Q1 2017 and held it in 12 quarters.
Itau Unibanco Holding S.A.'s Voya Financial position peaked at $234K in Q1 2019.
393 funds tracked by Wall St. Rank held Voya Financial as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.