Lee Financial’s Voya Financial VOYA Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-325	Closed	-$23.7K	–	803
2023 Q4	$23.7K	Hold	325	–	–	﹤0.01%	299
2023 Q3	$21.6K	Hold	325	–	–	﹤0.01%	292
2023 Q2	$23.3K	Hold	325	–	–	﹤0.01%	283
2023 Q1	$23.2K	Hold	325	–	–	﹤0.01%	288
2022 Q4	$20K	Hold	325	–	–	﹤0.01%	342
2022 Q3	$20K	Hold	325	–	–	﹤0.01%	337
2022 Q2	$19K	Hold	325	–	–	﹤0.01%	343
2022 Q1	$22K	Hold	325	–	–	﹤0.01%	326
2021 Q4	$22K	Sell	325 -5	-2%	-$329	﹤0.01%	362
2021 Q3	$20K	Hold	330	–	–	﹤0.01%	335
2021 Q2	$20K	Buy	330 +60	+22%	+$3.94K	﹤0.01%	329
2021 Q1	$17K	Hold	270	–	–	﹤0.01%	326
2020 Q4	$16K	Hold	270	–	–	﹤0.01%	321
2020 Q3	$13K	Hold	270	–	–	﹤0.01%	368
2020 Q2	$13K	Buy	270 +115	+74%	+$5.11K	﹤0.01%	332
2020 Q1	$6K	Buy	+155	New	+$8.45K	﹤0.01%	366
2018 Q2	–	Sell	-87	Closed	-$4K	–	837
2018 Q1	$4K	Buy	+87	New	+$4.49K	﹤0.01%	651

Other funds holding VOYA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lee Financial's VOYA Position: Q1 2024 in Review

Lee Financial sold out of Voya Financial (VOYA) in Q1 2024, closing a stake of 325 shares — an estimated $23.7K sold.

Lee Financial first reported a position in VOYA in Q1 2018 and held it in 17 quarters. The position peaked at $23.7K in Q4 2023. 396 funds tracked by Wall St. Rank hold VOYA as of Q1 2024.

Lee Financial reported no remaining Voya Financial position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 325 Voya Financial shares in Q1 2024, an estimated $23.7K.
Lee Financial first reported a position in Voya Financial in Q1 2018 and held it in 17 quarters.
Lee Financial's Voya Financial position peaked at $23.7K in Q4 2023.
396 funds tracked by Wall St. Rank held Voya Financial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.