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Schubert & Co’s Voya Financial VOYA Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-73
Closed -$5.22K – 1474
2023
Q1 		$5.22K Buy
73
+2
+3% +$140 ﹤0.01% 434
2022
Q4 		$4.37K Sell
71
-14
-16% -$897 ﹤0.01% 491
2022
Q3 		$5K Buy
85
+32
+60% +$1.96K ﹤0.01% 435
2022
Q2 		$3K Buy
53
+32
+152% +$2.06K ﹤0.01% 673
2022
Q1 		$1K Buy
21
+2
+11% +$136 ﹤0.01% 960
2021
Q4 		$1K Buy
+19
New +$1.25K ﹤0.01% 906

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Schubert & Co's VOYA Position: Q2 2023 in Review

Schubert & Co sold out of Voya Financial (VOYA) in Q2 2023, closing a stake of 73 shares — an estimated $5.22K sold.

Schubert & Co first reported a position in VOYA in Q4 2021 and held it in 6 quarters. The position peaked at $5.22K in Q1 2023. 366 funds tracked by Wall St. Rank hold VOYA as of Q2 2023.

  • Schubert & Co reported no remaining Voya Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 73 Voya Financial shares in Q2 2023, an estimated $5.22K.
  • Schubert & Co first reported a position in Voya Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Voya Financial position peaked at $5.22K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held Voya Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.