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Jefferies Group’s Voya Financial VOYA Stock Holding History

Jefferies Group’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
2022
Q3 		– Sell
-10,451
Closed -$622K – 1957
2022
Q2 		$622K Buy
+10,451
New +$672K 0.01% 928
2021
Q4 		– Sell
-5,000
Closed -$307K – 2021
2021
Q3 		$307K Buy
+5,000
New +$318K ﹤0.01% 1362
2020
Q3 		– Sell
-10,000
Closed -$467 – 1566
2020
Q2 		$467 Buy
+10,000
New +$444K 0.01% 927
2020
Q1 		– Sell
-80,000
Closed -$4.36M – 2713
2019
Q4 		$4.88M Hold
80,000
– – 0.04% 530
2019
Q3 		$4.36M Buy
+80,000
New +$4.27M 0.03% 593
2019
Q2 		– Sell
-7,136
Closed -$382K – 2884
2019
Q1 		$357K Sell
7,136
-12,698
-64% -$603K ﹤0.01% 1734
2018
Q4 		$796K Buy
19,834
+12,892
+186% +$573K 0.01% 1267
2018
Q3 		$345K Buy
6,942
+1,607
+30% +$79.4K ﹤0.01% 1807
2018
Q2 		$251K Sell
5,335
-3,065
-36% -$159K ﹤0.01% 1930
2018
Q1 		$424K Sell
8,400
-19,918
-70% -$1.03M ﹤0.01% 1593
2017
Q4 		$1.4M Buy
28,318
+21,665
+326% +$931K 0.01% 1164
2017
Q3 		$265K Sell
6,653
-40,684
-86% -$1.56M ﹤0.01% 1939
2017
Q2 		$1.75M Buy
+47,337
New +$1.72M 0.01% 1001
2017
Q1 		– Sell
-222
Closed -$8.94K – 2686
2016
Q4 		$9K Buy
222
+221
+22,100% +$7.79K ﹤0.01% 2153
2016
Q3 		$0 Sell
1
-4,527
-100% -$124K ﹤0.01% 2470
2016
Q2 		$112K Buy
+4,528
New +$139K ﹤0.01% 1923
2015
Q4 		– Sell
-11,632
Closed -$451K – 2597
2015
Q3 		$451K Buy
11,632
+10,982
+1,690% +$483K ﹤0.01% 1559
2015
Q2 		$30K Sell
650
-493
-43% -$22.2K ﹤0.01% 2558
2015
Q1 		$49K Buy
+1,143
New +$48.1K ﹤0.01% 1931

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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Group's VOYA Position: Q3 2022 in Review

Jefferies Group sold out of Voya Financial (VOYA) in Q3 2022, closing a stake of 10,451 shares — an estimated $622K sold.

Jefferies Group first reported a position in VOYA in Q1 2015 and held it in 19 quarters. The position peaked at $4.88M in Q4 2019. 385 funds tracked by Wall St. Rank hold VOYA as of Q3 2022.

  • Jefferies Group reported no remaining Voya Financial position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 10,451 Voya Financial shares in Q3 2022, an estimated $622K.
  • Jefferies Group first reported a position in Voya Financial in Q1 2015 and held it in 19 quarters.
  • Jefferies Group's Voya Financial position peaked at $4.88M in Q4 2019.
  • 385 funds tracked by Wall St. Rank held Voya Financial as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.