Sugarloaf Wealth Management’s Voya Financial VOYA Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$10.3K	Hold	150	–	–	﹤0.01%	496
2024 Q3	$11.9K	Hold	150	–	–	﹤0.01%	483
2024 Q2	$10.7K	Hold	150	–	–	﹤0.01%	471
2024 Q1	$11.1K	Hold	150	–	–	﹤0.01%	474
2023 Q4	$10.9K	Hold	150	–	–	﹤0.01%	479
2023 Q3	$9.97K	Hold	150	–	–	﹤0.01%	467
2023 Q2	$10.8K	Hold	150	–	–	﹤0.01%	465
2023 Q1	$10.7K	Hold	150	–	–	﹤0.01%	464
2022 Q4	$9.22K	Hold	150	–	–	﹤0.01%	507
2022 Q3	$10K	Hold	150	–	–	﹤0.01%	529
2022 Q2	$9K	Hold	150	–	–	﹤0.01%	541
2022 Q1	$10K	Hold	150	–	–	﹤0.01%	493
2021 Q4	$10K	Hold	150	–	–	﹤0.01%	515
2021 Q3	$9K	Hold	150	–	–	﹤0.01%	534
2021 Q2	$9K	Hold	150	–	–	﹤0.01%	518
2021 Q1	$10	Hold	150	–	–	﹤0.01%	503
2020 Q4	$9K	Hold	150	–	–	﹤0.01%	491
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	491
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	487
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	496
2019 Q4	$9K	Buy	+150	New	+$8.46K	﹤0.01%	482

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's VOYA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Voya Financial (VOYA) position steady in Q4 2024 at 150 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Sugarloaf Wealth Management first reported a position in VOYA in Q4 2019 and has held it in 21 quarters since. The position peaked at $11.9K in Q3 2024. 415 funds tracked by Wall St. Rank hold VOYA as of Q4 2024.

Sugarloaf Wealth Management held 150 shares of Voya Financial worth $10.3K as of Q4 2024.
Sugarloaf Wealth Management left its Voya Financial share count unchanged in Q4 2024.
Voya Financial made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #496 holding.
Sugarloaf Wealth Management first reported a position in Voya Financial in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Voya Financial position peaked at $11.9K in Q3 2024.
415 funds tracked by Wall St. Rank held Voya Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.