Lumbard & Kellner’s Voya Financial VOYA Stock Holding History

Lumbard & Kellner’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 Q1	–	Sell	-5,525	Closed	-$337K	–	81
2019 Q4	$337K	Hold	5,525	–	–	0.17%	58
2019 Q3	$301K	Hold	5,525	–	–	0.16%	61
2019 Q2	$306K	Hold	5,525	–	–	0.16%	58
2019 Q1	$276K	Hold	5,525	–	–	0.15%	59
2018 Q4	$222K	Hold	5,525	–	–	0.13%	60
2018 Q3	$274K	Hold	5,525	–	–	0.14%	60
2018 Q2	$260K	Sell	5,525 -975	-15%	-$50.5K	0.15%	58
2018 Q1	$328K	Hold	6,500	–	–	0.19%	53
2017 Q4	$322K	Sell	6,500 -9,905	-60%	-$426K	0.17%	58
2017 Q3	$654K	Hold	16,405	–	–	0.36%	50
2017 Q2	$605K	Sell	16,405 -1,239	-7%	-$45.1K	0.35%	49
2017 Q1	$670K	Buy	+17,644	New	+$711K	0.4%	47

Other funds holding VOYA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Lumbard & Kellner's VOYA Position: Q1 2020 in Review

Lumbard & Kellner sold out of Voya Financial (VOYA) in Q1 2020, closing a stake of 5,525 shares — an estimated $337K sold.

Lumbard & Kellner first reported a position in VOYA in Q1 2017 and held it in 12 quarters. The position peaked at $670K in Q1 2017. 368 funds tracked by Wall St. Rank hold VOYA as of Q1 2020.

Lumbard & Kellner reported no remaining Voya Financial position as of Q1 2020 after selling out during the quarter.
Lumbard & Kellner sold 5,525 Voya Financial shares in Q1 2020, an estimated $337K.
Lumbard & Kellner first reported a position in Voya Financial in Q1 2017 and held it in 12 quarters.
Lumbard & Kellner's Voya Financial position peaked at $670K in Q1 2017.
368 funds tracked by Wall St. Rank held Voya Financial as of Q1 2020.

Based on Lumbard & Kellner's 13F filing for Q1 2020, filed 13 May 2020.