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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
2020
Q3 		– Sell
-40,000
Closed -$1.87K – 1567
2020
Q2 		$1.87K Buy
+40,000
New +$1.78M 0.02% 581
2020
Q1 		– Sell
-35,000
Closed -$2.13M – 2714
2019
Q4 		$2.13M Buy
+35,000
New +$1.98M 0.02% 1013
2019
Q3 		– Sell
-40,000
Closed -$2.21M – 3090
2019
Q2 		$2.21M Hold
40,000
– – 0.02% 873
2019
Q1 		$2M Hold
40,000
– – 0.02% 917
2018
Q4 		$1.61M Hold
40,000
– – 0.01% 929
2018
Q3 		$1.99M Buy
40,000
+5,000
+14% +$247K 0.01% 983
2018
Q2 		$1.65M Buy
+35,000
New +$1.81M 0.01% 991
2015
Q2 		– Sell
-8,200
Closed -$354K – 3523
2015
Q1 		$354K Buy
+8,200
New +$345K ﹤0.01% 1530

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.