OLA
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Oliver Luxxe Assets’s Voya Financial VOYA Stock Holding History

Oliver Luxxe Assets’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
2021
Q1 		– Sell
-6,080
Closed -$364K – 189
2020
Q4 		$364K Buy
6,080
+1,000
+20% +$54.2K 0.11% 135
2020
Q3 		$243K Buy
5,080
+250
+5% +$12.3K 0.09% 134
2020
Q2 		$225K Sell
4,830
-72
-1% -$3.2K 0.12% 112
2020
Q1 		$214K Sell
4,902
-224
-4% -$12.2K 0.13% 111
2019
Q4 		$313K Buy
5,126
+35
+0.7% +$1.98K 0.16% 100
2019
Q3 		$261K Sell
5,091
-51
-1% -$2.72K 0.15% 103
2019
Q2 		$291K Buy
5,142
+95
+2% +$5.09K 0.16% 99
2019
Q1 		$252K Buy
+5,047
New +$239K 0.15% 106
2018
Q4 		– Sell
-4,571
Closed -$234K – 120
2018
Q3 		$234K Buy
+4,571
New +$226K 0.13% 95

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oliver Luxxe Assets's VOYA Position: Q1 2021 in Review

Oliver Luxxe Assets sold out of Voya Financial (VOYA) in Q1 2021, closing a stake of 6,080 shares — an estimated $364K sold.

Oliver Luxxe Assets first reported a position in VOYA in Q3 2018 and held it in 9 quarters. The position peaked at $364K in Q4 2020. 390 funds tracked by Wall St. Rank hold VOYA as of Q1 2021.

  • Oliver Luxxe Assets reported no remaining Voya Financial position as of Q1 2021 after selling out during the quarter.
  • Oliver Luxxe Assets sold 6,080 Voya Financial shares in Q1 2021, an estimated $364K.
  • Oliver Luxxe Assets first reported a position in Voya Financial in Q3 2018 and held it in 9 quarters.
  • Oliver Luxxe Assets's Voya Financial position peaked at $364K in Q4 2020.
  • 390 funds tracked by Wall St. Rank held Voya Financial as of Q1 2021.

Based on Oliver Luxxe Assets's 13F filing for Q1 2021, filed 29 Apr 2021.