Cooper/Haims Advisors’s KeyCorp KEY Stock Holding History

Cooper/Haims 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 Q1	–	Sell	-12,723	Closed	-$209K	–	82
2020 Q4	$209K	Buy	12,723 +6	+0%	+$87	0.16%	62
2020 Q3	$152K	Sell	12,717 -4,564	-26%	-$55.6K	0.13%	55
2020 Q2	$210K	Buy	17,281 +9	+0.1%	+$105	0.17%	50
2020 Q1	$179K	Buy	17,272 +12	+0.1%	+$200	0.16%	43
2019 Q4	$349K	Buy	17,260 +6	+0%	+$113	0.19%	36
2019 Q3	$308K	Sell	17,254 -2,634	-13%	-$45.6K	0.19%	35
2019 Q2	$353K	Buy	19,888 +6	+0%	+$101	0.22%	32
2019 Q1	$313K	Hold	19,882	–	–	0.2%	41
2018 Q4	$294K	Hold	19,882	–	–	0.2%	42
2018 Q3	$395K	Hold	19,882	–	–	0.27%	27
2018 Q2	$388K	Hold	19,882	–	–	0.29%	27
2018 Q1	$389K	Hold	19,882	–	–	0.34%	24
2017 Q4	$401K	Buy	+19,882	New	+$375K	0.37%	24

Other funds holding KEY

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Cooper/Haims Advisors's KEY Position: Q1 2021 in Review

Cooper/Haims Advisors sold out of KeyCorp (KEY) in Q1 2021, closing a stake of 12,723 shares — an estimated $209K sold.

Cooper/Haims Advisors first reported a position in KEY in Q4 2017 and held it in 13 quarters. The position peaked at $401K in Q4 2017. 746 funds tracked by Wall St. Rank hold KEY as of Q1 2021.

Cooper/Haims Advisors reported no remaining KeyCorp position as of Q1 2021 after selling out during the quarter.
Cooper/Haims Advisors sold 12,723 KeyCorp shares in Q1 2021, an estimated $209K.
Cooper/Haims Advisors first reported a position in KeyCorp in Q4 2017 and held it in 13 quarters.
Cooper/Haims Advisors's KeyCorp position peaked at $401K in Q4 2017.
746 funds tracked by Wall St. Rank held KeyCorp as of Q1 2021.

Based on Cooper/Haims Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.