Brinker Capital’s KeyCorp KEY Stock Holding History

Brinker Capital’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
2020 Q2	$1.01M	Sell	83,374 -1,982	-2%	-$23K	0.03%	493
2020 Q1	$885K	Sell	85,356 -26,337	-24%	-$438K	0.04%	462
2019 Q4	$2.26M	Buy	111,693 +531	+0.5%	+$10K	0.07%	282
2019 Q3	$1.98M	Buy	111,162 +4,473	+4%	+$77.4K	0.07%	302
2019 Q2	$1.89M	Buy	106,689 +779	+0.7%	+$13.2K	0.07%	296
2019 Q1	$1.67M	Buy	105,910 +17,307	+20%	+$289K	0.06%	333
2018 Q4	$1.31M	Sell	88,603 -20,116	-19%	-$354K	0.06%	329
2018 Q3	$2.16M	Buy	108,719 +2,063	+2%	+$42.8K	0.08%	262
2018 Q2	$2.08M	Sell	106,656 -2,368	-2%	-$47.3K	0.08%	258
2018 Q1	$2.13M	Sell	109,024 -4,318	-4%	-$90.5K	0.08%	243
2017 Q4	$2.29M	Buy	113,342 +1,374	+1%	+$25.9K	0.09%	218
2017 Q3	$2.11M	Sell	111,968 -2,082	-2%	-$37.7K	0.09%	223
2017 Q2	$2.14M	Buy	114,050 +3,494	+3%	+$63.2K	0.1%	216
2017 Q1	$1.97M	Buy	110,556 +36,957	+50%	+$676K	0.09%	220
2016 Q4	$1.34M	Buy	+73,599	New	+$1.16M	0.08%	241

Other funds holding KEY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital International Investors

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

Geode Capital Management

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return