Marathon Partners Equity Management’s Voya Financial VOYA Stock Holding History

Marathon Partners Equity Management’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
2015 Q1	–	Sell	-40,000	Closed	-$1.7M	–	30
2014 Q4	$1.7M	Sell	40,000 -10,000	-20%	-$400K	0.64%	26
2014 Q3	$1.96M	Sell	50,000 -32,500	-39%	-$1.23M	0.74%	25
2014 Q2	$3M	Sell	82,500 -25,000	-23%	-$894K	1.2%	21
2014 Q1	$3.9M	Hold	107,500	–	–	1.78%	15
2013 Q4	$3.78M	Buy	+107,500	New	+$3.55M	2%	13

Other funds holding VOYA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

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

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Marathon Partners Equity Management's VOYA Position: Q1 2015 in Review

Marathon Partners Equity Management sold out of Voya Financial (VOYA) in Q1 2015, closing a stake of 40,000 shares — an estimated $1.7M sold.

Marathon Partners Equity Management first reported a position in VOYA in Q4 2013 and held it in 5 quarters. The position peaked at $3.9M in Q1 2014. 351 funds tracked by Wall St. Rank hold VOYA as of Q1 2015.

Marathon Partners Equity Management reported no remaining Voya Financial position as of Q1 2015 after selling out during the quarter.
Marathon Partners Equity Management sold 40,000 Voya Financial shares in Q1 2015, an estimated $1.7M.
Marathon Partners Equity Management first reported a position in Voya Financial in Q4 2013 and held it in 5 quarters.
Marathon Partners Equity Management's Voya Financial position peaked at $3.9M in Q1 2014.
351 funds tracked by Wall St. Rank held Voya Financial as of Q1 2015.

Based on Marathon Partners Equity Management's 13F filing for Q1 2015, filed 15 May 2015.