Monarch Partners Asset Management’s Voya Financial VOYA Stock Holding History

Monarch Partners Asset 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
2019 Q4	–	Sell	-69,155	Closed	-$3.77M	–	201
2019 Q3	$3.77M	Sell	69,155 -21,317	-24%	-$1.14M	0.57%	65
2019 Q2	$5M	Sell	90,472 -39,125	-30%	-$2.1M	0.72%	63
2019 Q1	$6.47M	Sell	129,597 -22,138	-15%	-$1.05M	0.98%	45
2018 Q4	$6.09M	Sell	151,735 -127,325	-46%	-$5.66M	0.88%	47
2018 Q3	$13.9M	Buy	279,060 +129,275	+86%	+$6.39M	1.26%	25
2018 Q2	$7.04M	Hold	149,785	–	–	0.64%	62
2018 Q1	$7.56M	Hold	149,785	–	–	0.7%	57
2017 Q4	$7.41M	Hold	149,785	–	–	0.69%	65
2017 Q3	$5.97M	Hold	149,785	–	–	0.58%	72
2017 Q2	$5.53M	Hold	149,785	–	–	0.55%	84
2017 Q1	$5.69M	Sell	149,785 -172,965	-54%	-$6.97M	0.57%	73
2016 Q4	$12.7M	Buy	+322,750	New	+$11.4M	1.08%	31

Other funds holding VOYA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Monarch Partners Asset Management's VOYA Position: Q4 2019 in Review

Monarch Partners Asset Management sold out of Voya Financial (VOYA) in Q4 2019, closing a stake of 69,155 shares — an estimated $3.77M sold.

Monarch Partners Asset Management first reported a position in VOYA in Q4 2016 and held it in 12 quarters. The position peaked at $13.9M in Q3 2018. 409 funds tracked by Wall St. Rank hold VOYA as of Q4 2019.

Monarch Partners Asset Management reported no remaining Voya Financial position as of Q4 2019 after selling out during the quarter.
Monarch Partners Asset Management sold 69,155 Voya Financial shares in Q4 2019, an estimated $3.77M.
Monarch Partners Asset Management first reported a position in Voya Financial in Q4 2016 and held it in 12 quarters.
Monarch Partners Asset Management's Voya Financial position peaked at $13.9M in Q3 2018.
409 funds tracked by Wall St. Rank held Voya Financial as of Q4 2019.

Based on Monarch Partners Asset Management's 13F filing for Q4 2019, filed 5 Feb 2020.