Kerrisdale Advisers’s Voya Financial VOYA Stock Holding History

Kerrisdale Advisers’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
2014 Q4	–	Sell	-177,212	Closed	-$6.93M	–	46
2014 Q3	$6.93M	Sell	177,212 -140,132	-44%	-$5.32M	3.58%	11
2014 Q2	$11.5M	Sell	317,344 -79,702	-20%	-$2.85M	5.5%	6
2014 Q1	$14.4M	Buy	397,046 +100,341	+34%	+$3.56M	7.08%	4
2013 Q4	$10.4M	Buy	296,705 +78,704	+36%	+$2.6M	4.59%	5
2013 Q3	$6.37M	Buy	218,001 +47,205	+28%	+$1.41M	2.96%	12
2013 Q2	$4.62M	Buy	+170,796	New	+$4.39M	2.13%	19

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Kerrisdale Advisers's VOYA Position: Q4 2014 in Review

Kerrisdale Advisers sold out of Voya Financial (VOYA) in Q4 2014, closing a stake of 177,212 shares — an estimated $6.93M sold.

Kerrisdale Advisers first reported a position in VOYA in Q2 2013 and held it in 6 quarters. The position peaked at $14.4M in Q1 2014. 295 funds tracked by Wall St. Rank hold VOYA as of Q4 2014.

Kerrisdale Advisers reported no remaining Voya Financial position as of Q4 2014 after selling out during the quarter.
Kerrisdale Advisers sold 177,212 Voya Financial shares in Q4 2014, an estimated $6.93M.
Kerrisdale Advisers first reported a position in Voya Financial in Q2 2013 and held it in 6 quarters.
Kerrisdale Advisers's Voya Financial position peaked at $14.4M in Q1 2014.
295 funds tracked by Wall St. Rank held Voya Financial as of Q4 2014.

Based on Kerrisdale Advisers's 13F filing for Q4 2014, filed 17 Feb 2015.