Berman Capital Advisors’s KeyCorp KEY Stock Holding History

Berman Capital 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
2021 Q3	$134K	Buy	6,229 +1,316	+27%	+$26.6K	0.02%	364
2021 Q2	$101K	Buy	4,913 +267	+6%	+$5.8K	0.02%	379
2021 Q1	$92K	Buy	4,646 +221	+5%	+$4.26K	0.02%	330
2020 Q4	$72K	Sell	4,425 -82	-2%	-$1.19K	0.02%	318
2020 Q3	$53K	Buy	4,507 +1,532	+51%	+$18.7K	0.02%	325
2020 Q2	$36K	Sell	2,975 -853	-22%	-$9.91K	0.01%	400
2020 Q1	$39K	Buy	3,828 +2,889	+308%	+$48.1K	0.01%	338
2019 Q4	$19K	Buy	939 +4	+0.4%	+$75	0.01%	547
2019 Q3	$16K	Buy	935 +19	+2%	+$329	0.01%	569
2019 Q2	$16K	Buy	+916	New	+$15.5K	0.01%	576
2019 Q1	–	Sell	-111	Closed	-$1K	–	1405
2018 Q4	$1K	Buy	+111	New	+$1.95K	﹤0.01%	1018

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Berman Capital Advisors's KEY Position: Q3 2021 in Review

Berman Capital Advisors increased its KeyCorp (KEY) stake by 27% in Q3 2021, buying an estimated $26.6K and bringing the position to 6,229 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #364.

Berman Capital Advisors first reported a position in KEY in Q4 2018 and has held it in 11 quarters since. 766 funds tracked by Wall St. Rank hold KEY as of Q3 2021.

Berman Capital Advisors held 6,229 shares of KeyCorp worth $134K as of Q3 2021.
Berman Capital Advisors bought 1,316 KeyCorp shares in Q3 2021, an estimated $26.6K.
KeyCorp made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #364 holding.
Berman Capital Advisors first reported a position in KeyCorp in Q4 2018 and has held it in 11 quarters since.
766 funds tracked by Wall St. Rank held KeyCorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.