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LMCG Investments’s Voya Financial VOYA Stock Holding History

LMCG Investments’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
Q3 		– Sell
-14,638
Closed -$1.04M – 284
2024
Q2 		$1.04M Sell
14,638
-127
-0.9% -$9.14K 0.06% 183
2024
Q1 		$1.09M Sell
14,765
-6,329
-30% -$446K 0.06% 186
2023
Q4 		$1.54M Buy
21,094
+6,349
+43% +$443K 0.1% 179
2023
Q3 		$980K Buy
+14,745
New +$1.05M 0.07% 208
2015
Q3 		$465K Buy
11,994
+1,060
+10% +$46.6K 0.01% 468
2015
Q2 		$508K Buy
10,934
+772
+8% +$34.8K 0.01% 429
2015
Q1 		$438K Buy
10,162
+4,454
+78% +$188K 0.01% 475
2014
Q4 		$242K Buy
+5,708
New +$228K 0.01% 475

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LMCG Investments's VOYA Position: Q3 2024 in Review

LMCG Investments sold out of Voya Financial (VOYA) in Q3 2024, closing a stake of 14,638 shares — an estimated $1.04M sold.

LMCG Investments first reported a position in VOYA in Q4 2014 and held it in 8 quarters. The position peaked at $1.54M in Q4 2023. 424 funds tracked by Wall St. Rank hold VOYA as of Q3 2024.

  • LMCG Investments reported no remaining Voya Financial position as of Q3 2024 after selling out during the quarter.
  • LMCG Investments sold 14,638 Voya Financial shares in Q3 2024, an estimated $1.04M.
  • LMCG Investments first reported a position in Voya Financial in Q4 2014 and held it in 8 quarters.
  • LMCG Investments's Voya Financial position peaked at $1.54M in Q4 2023.
  • 424 funds tracked by Wall St. Rank held Voya Financial as of Q3 2024.

Based on LMCG Investments's 13F filing for Q3 2024, filed 29 Oct 2024.