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UBS O'Connor’s Voya Financial VOYA Stock Holding History

UBS O'Connor’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
Q3 		– Sell
-34,690
Closed -$1.61M – 768
2015
Q2 		$1.61M Buy
34,690
+13,524
+64% +$609K 0.01% 471
2015
Q1 		$912K Buy
21,166
+13,244
+167% +$558K 0.01% 537
2014
Q4 		$336K Buy
+7,922
New +$317K 0.01% 527

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

UBS O'Connor's VOYA Position: Q3 2015 in Review

UBS O'Connor sold out of Voya Financial (VOYA) in Q3 2015, closing a stake of 34,690 shares — an estimated $1.61M sold.

UBS O'Connor first reported a position in VOYA in Q4 2014 and held it in 3 quarters. The position peaked at $1.61M in Q2 2015. 359 funds tracked by Wall St. Rank hold VOYA as of Q3 2015.

  • UBS O'Connor reported no remaining Voya Financial position as of Q3 2015 after selling out during the quarter.
  • UBS O'Connor sold 34,690 Voya Financial shares in Q3 2015, an estimated $1.61M.
  • UBS O'Connor first reported a position in Voya Financial in Q4 2014 and held it in 3 quarters.
  • UBS O'Connor's Voya Financial position peaked at $1.61M in Q2 2015.
  • 359 funds tracked by Wall St. Rank held Voya Financial as of Q3 2015.

Based on UBS O'Connor's 13F filing for Q3 2015, filed 13 Nov 2015.