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
2020 Q2	–	Sell	-100,000	Closed	-$4.05M	–	2072
2020 Q1	$4.05M	Buy	100,000 +65,000	+186%	+$3.54M	0.05%	387
2019 Q4	$2.13M	Sell	35,000 -137,100	-80%	-$7.74M	0.02%	1012
2019 Q3	$9.37M	Buy	+172,100	New	+$9.19M	0.07%	243
2019 Q1	–	Sell	-53,500	Closed	-$2.15M	–	2661
2018 Q4	$2.15M	Buy	+53,500	New	+$2.38M	0.02%	778
2018 Q3	–	Sell	-35,000	Closed	-$1.65M	–	2771
2018 Q2	$1.65M	Buy	+35,000	New	+$1.81M	0.01%	990
2017 Q3	–	Sell	-40,000	Closed	-$1.48M	–	2642
2017 Q2	$1.48M	Sell	40,000 -2,800	-7%	-$102K	0.01%	1098
2017 Q1	$1.63M	Buy	42,800 +21,200	+98%	+$854K	0.01%	1029
2016 Q4	$847K	Hold	21,600	–	–	﹤0.01%	1367
2016 Q3	$623K	Hold	21,600	–	–	﹤0.01%	1513
2016 Q2	$535K	Buy	+21,600	New	+$661K	﹤0.01%	1417
2015 Q2	–	Sell	-8,200	Closed	-$354K	–	3522
2015 Q1	$354K	Buy	+8,200	New	+$345K	﹤0.01%	1529

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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.