Jacobi Capital Management’s Voya Financial VOYA Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-100	Closed	-$6K	–	1308
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	1178
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	1139
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	1091
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	989
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	956
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	926
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	879
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	833
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	846
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	825
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	801
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	795
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	799
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	828
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	816
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	788
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	782
2017 Q2	$4K	Buy	+100	New	+$3.64K	﹤0.01%	708

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jacobi Capital Management's VOYA Position: Q4 2021 in Review

Jacobi Capital Management sold out of Voya Financial (VOYA) in Q4 2021, closing a stake of 100 shares — an estimated $6K sold.

Jacobi Capital Management first reported a position in VOYA in Q2 2017 and held it in 18 quarters. The position peaked at $6K in Q3 2021. 395 funds tracked by Wall St. Rank hold VOYA as of Q4 2021.

Jacobi Capital Management reported no remaining Voya Financial position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 100 Voya Financial shares in Q4 2021, an estimated $6K.
Jacobi Capital Management first reported a position in Voya Financial in Q2 2017 and held it in 18 quarters.
Jacobi Capital Management's Voya Financial position peaked at $6K in Q3 2021.
395 funds tracked by Wall St. Rank held Voya Financial as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.