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Caldwell Trust’s KeyCorp KEY Stock Holding History

Caldwell Trust’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
-2,939
Closed -$27.2K – 740
2023
Q2 		$27.2K Hold
2,939
– – ﹤0.01% 526
2023
Q1 		$36.8K Hold
2,939
– – 0.01% 481
2022
Q4 		$51.2K Hold
2,939
– – 0.01% 423
2022
Q3 		$47.1K Hold
2,939
– – 0.01% 437
2022
Q2 		$50.6K Hold
2,939
– – 0.01% 443
2022
Q1 		$65.8K Buy
+2,939
New +$73.1K 0.01% 423
2020
Q1 		– Sell
-780
Closed -$15.8K – 818
2019
Q4 		$15.8K Buy
+780
New +$14.7K ﹤0.01% 622

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Trust's KEY Position: Q3 2023 in Review

Caldwell Trust sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 2,939 shares — an estimated $27.2K sold.

Caldwell Trust first reported a position in KEY in Q4 2019 and held it in 7 quarters. The position peaked at $65.8K in Q1 2022. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • Caldwell Trust reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 2,939 KeyCorp shares in Q3 2023, an estimated $27.2K.
  • Caldwell Trust first reported a position in KeyCorp in Q4 2019 and held it in 7 quarters.
  • Caldwell Trust's KeyCorp position peaked at $65.8K in Q1 2022.
  • 722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.