BC
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Burney Company’s KeyCorp KEY Stock Holding History

Burney Company’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
2022
Q3 		– Sell
-12,559
Closed -$216K – 558
2022
Q2 		$216K Sell
12,559
-122,240
-91% -$2.36M 0.01% 515
2022
Q1 		$3.02M Buy
+134,799
New +$3.35M 0.14% 178
2021
Q3 		– Sell
-37,641
Closed -$777K – 586
2021
Q2 		$777K Buy
+37,641
New +$817K 0.04% 363

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Burney Company's KEY Position: Q3 2022 in Review

Burney Company sold out of KeyCorp (KEY) in Q3 2022, closing a stake of 12,559 shares — an estimated $216K sold.

Burney Company first reported a position in KEY in Q2 2021 and held it in 3 quarters. The position peaked at $3.02M in Q1 2022. 801 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

  • Burney Company reported no remaining KeyCorp position as of Q3 2022 after selling out during the quarter.
  • Burney Company sold 12,559 KeyCorp shares in Q3 2022, an estimated $216K.
  • Burney Company first reported a position in KeyCorp in Q2 2021 and held it in 3 quarters.
  • Burney Company's KeyCorp position peaked at $3.02M in Q1 2022.
  • 801 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Burney Company's 13F filing for Q3 2022, filed 15 Nov 2022.