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Westwood Holdings Group’s Voya Financial VOYA Stock Holding History

Westwood Holdings Group’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
Q3 		– Sell
-92,719
Closed -$6.65M – 499
2023
Q2 		$6.65M Buy
92,719
+349
+0.4% +$25.1K 0.06% 224
2023
Q1 		$6.6M Sell
92,370
-9,779
-10% -$685K 0.06% 229
2022
Q4 		$6.28M Sell
102,149
-99,687
-49% -$6.39M 0.06% 228
2022
Q3 		$12.2M Buy
201,836
+8,613
+4% +$527K 0.14% 155
2022
Q2 		$11.5M Sell
193,223
-87,088
-31% -$5.6M 0.13% 179
2022
Q1 		$18.6M Sell
280,311
-85,322
-23% -$5.82M 0.17% 153
2021
Q4 		$24.2M Buy
365,633
+30,469
+9% +$2.01M 0.22% 138
2021
Q3 		$20.6M Buy
335,164
+25,178
+8% +$1.6M 0.22% 145
2021
Q2 		$19.1M Sell
309,986
-3,847
-1% -$253K 0.19% 148
2021
Q1 		$20M Buy
313,833
+32,489
+12% +$1.95M 0.2% 157
2020
Q4 		$16.5M Buy
+281,344
New +$15.2M 0.19% 156

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Westwood Holdings Group's VOYA Position: Q3 2023 in Review

Westwood Holdings Group sold out of Voya Financial (VOYA) in Q3 2023, closing a stake of 92,719 shares — an estimated $6.65M sold.

Westwood Holdings Group first reported a position in VOYA in Q4 2020 and held it in 11 quarters. The position peaked at $24.2M in Q4 2021. 380 funds tracked by Wall St. Rank hold VOYA as of Q3 2023.

  • Westwood Holdings Group reported no remaining Voya Financial position as of Q3 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 92,719 Voya Financial shares in Q3 2023, an estimated $6.65M.
  • Westwood Holdings Group first reported a position in Voya Financial in Q4 2020 and held it in 11 quarters.
  • Westwood Holdings Group's Voya Financial position peaked at $24.2M in Q4 2021.
  • 380 funds tracked by Wall St. Rank held Voya Financial as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.