Claris Advisors’s KeyCorp KEY Stock Holding History

Claris 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
2024 Q4	–	Sell	-27	Closed	-$452	–	627
2024 Q3	$452	Buy	+27	New	+$428	﹤0.01%	687

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Claris Advisors's KEY Position: Q4 2024 in Review

Claris Advisors sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 27 shares — an estimated $452 sold.

Claris Advisors first reported a position in KEY in Q3 2024 and held it in 1 quarter. The position peaked at $452 in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

Claris Advisors reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 27 KeyCorp shares in Q4 2024, an estimated $452.
Claris Advisors first reported a position in KeyCorp in Q3 2024 and held it in 1 quarter.
Claris Advisors's KeyCorp position peaked at $452 in Q3 2024.
815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.