1834 Investment Advisors’s KeyCorp KEY Stock Holding History

1834 Investment Advisors’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-22,525	Closed	-$324K	–	223
2023 Q4	$324K	Sell	22,525 -178,762	-89%	-$2.12M	0.04%	194
2023 Q3	$2.17M	Sell	201,287 -272,120	-57%	-$3.01M	0.27%	82
2023 Q2	$4.37M	Buy	473,407 +96,571	+26%	+$1.01M	0.52%	54
2023 Q1	$4.72M	Buy	376,836 +11,324	+3%	+$191K	0.57%	51
2022 Q4	$6.37M	Buy	365,512 +16,396	+5%	+$288K	0.91%	34
2022 Q3	$5.59M	Buy	349,116 +12,029	+4%	+$215K	0.84%	45
2022 Q2	$5.81M	Buy	+337,087	New	+$6.52M	0.82%	42

Other funds holding KEY

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

1834 Investment Advisors's KEY Position: Q1 2024 in Review

1834 Investment Advisors sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 22,525 shares — an estimated $324K sold.

1834 Investment Advisors first reported a position in KEY in Q2 2022 and held it in 7 quarters. The position peaked at $6.37M in Q4 2022. 797 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

1834 Investment Advisors reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
1834 Investment Advisors sold 22,525 KeyCorp shares in Q1 2024, an estimated $324K.
1834 Investment Advisors first reported a position in KeyCorp in Q2 2022 and held it in 7 quarters.
1834 Investment Advisors's KeyCorp position peaked at $6.37M in Q4 2022.
797 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on 1834 Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.