Alta Advisers’s KeyCorp KEY Stock Holding History

Alta Advisers’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
2023 Q3	–	Sell	-3,900	Closed	-$36K	–	389
2023 Q2	$36K	Hold	3,900	–	–	0.02%	386
2023 Q1	$48.8K	Hold	3,900	–	–	0.03%	371
2022 Q4	$68K	Hold	3,900	–	–	0.04%	328
2022 Q3	$62K	Buy	+3,900	New	+$69.8K	0.04%	341

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alta Advisers's KEY Position: Q3 2023 in Review

Alta Advisers sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 3,900 shares — an estimated $36K sold.

Alta Advisers first reported a position in KEY in Q3 2022 and held it in 4 quarters. The position peaked at $68K in Q4 2022. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

Alta Advisers reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
Alta Advisers sold 3,900 KeyCorp shares in Q3 2023, an estimated $36K.
Alta Advisers first reported a position in KeyCorp in Q3 2022 and held it in 4 quarters.
Alta Advisers's KeyCorp position peaked at $68K in Q4 2022.
722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Alta Advisers's 13F filing for Q3 2023, filed 3 Nov 2023.