Yorktown Management & Research Company’s Voya Financial VOYA Stock Holding History

Yorktown Management & Research Company’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
2018 Q4	–	Sell	-19,600	Closed	-$974K	–	353
2018 Q3	$974K	Sell	19,600 -850	-4%	-$42K	0.29%	104
2018 Q2	$961K	Buy	20,450 +1,550	+8%	+$80.2K	0.28%	99
2018 Q1	$954K	Buy	18,900 +2,900	+18%	+$150K	0.28%	92
2017 Q4	$792K	Hold	16,000	–	–	0.23%	108
2017 Q3	$638K	Buy	+16,000	New	+$613K	0.17%	94
2015 Q4	–	Sell	-6,500	Closed	-$252K	–	455
2015 Q3	$252K	Hold	6,500	–	–	0.04%	330
2015 Q2	$302K	Hold	6,500	–	–	0.05%	241
2015 Q1	$280K	Hold	6,500	–	–	0.05%	258
2014 Q4	$275K	Buy	+6,500	New	+$260K	0.06%	210

Other funds holding VOYA

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yorktown Management & Research Company's VOYA Position: Q4 2018 in Review

Yorktown Management & Research Company sold out of Voya Financial (VOYA) in Q4 2018, closing a stake of 19,600 shares — an estimated $974K sold.

Yorktown Management & Research Company first reported a position in VOYA in Q4 2014 and held it in 9 quarters. The position peaked at $974K in Q3 2018. 389 funds tracked by Wall St. Rank hold VOYA as of Q4 2018.

Yorktown Management & Research Company reported no remaining Voya Financial position as of Q4 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 19,600 Voya Financial shares in Q4 2018, an estimated $974K.
Yorktown Management & Research Company first reported a position in Voya Financial in Q4 2014 and held it in 9 quarters.
Yorktown Management & Research Company's Voya Financial position peaked at $974K in Q3 2018.
389 funds tracked by Wall St. Rank held Voya Financial as of Q4 2018.

Based on Yorktown Management & Research Company's 13F filing for Q4 2018, filed 8 Feb 2019.