VOYA Investment Management’s Bridgewater Bancshares BWB Stock Holding History

VOYA Investment Management’s Portfolio BWB Stock Details BWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,231	Closed	-$145K	–	2740
2024 Q3	$145K	Sell	10,231 -6	-0.1%	-$80	﹤0.01%	2569
2024 Q2	$119K	Buy	+10,237	New	+$117K	﹤0.01%	2627
2024 Q1	–	Sell	-10,746	Closed	-$145K	–	2797
2023 Q4	$145K	Hold	10,746	–	–	﹤0.01%	2666
2023 Q3	$102K	Hold	10,746	–	–	﹤0.01%	2727
2023 Q2	$106K	Buy	10,746 +518	+5%	+$4.98K	﹤0.01%	2773
2023 Q1	$111K	Sell	10,228 -489	-5%	-$7.18K	﹤0.01%	2680
2022 Q4	$190K	Hold	10,717	–	–	﹤0.01%	2592
2022 Q3	$177K	Hold	10,717	–	–	﹤0.01%	2639
2022 Q2	$173K	Hold	10,717	–	–	﹤0.01%	2454
2022 Q1	$179K	Buy	10,717 +697	+7%	+$12.1K	﹤0.01%	2395
2021 Q4	$177K	Buy	+10,020	New	+$179K	﹤0.01%	2551
2021 Q2	–	Sell	-10,599	Closed	-$171K	–	2822
2021 Q1	$171K	Sell	10,599 -370	-3%	-$5.46K	﹤0.01%	2578
2020 Q4	$137K	Buy	+10,969	New	+$127K	﹤0.01%	2508
2018 Q2	–	Sell	-175,685	Closed	-$2.29M	–	2608
2018 Q1	$2.29M	Buy	+175,685	New	+$2.26M	﹤0.01%	1008

Other funds holding BWB

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VOYA Investment Management's BWB Position: Q4 2024 in Review

VOYA Investment Management sold out of Bridgewater Bancshares (BWB) in Q4 2024, closing a stake of 10,231 shares — an estimated $145K sold.

VOYA Investment Management first reported a position in BWB in Q1 2018 and held it in 14 quarters. The position peaked at $2.29M in Q1 2018. 112 funds tracked by Wall St. Rank hold BWB as of Q4 2024.

VOYA Investment Management reported no remaining Bridgewater Bancshares position as of Q4 2024 after selling out during the quarter.
VOYA Investment Management sold 10,231 Bridgewater Bancshares shares in Q4 2024, an estimated $145K.
VOYA Investment Management first reported a position in Bridgewater Bancshares in Q1 2018 and held it in 14 quarters.
VOYA Investment Management's Bridgewater Bancshares position peaked at $2.29M in Q1 2018.
112 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q4 2024.

Based on VOYA Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.