Country Club Bank’s KeyCorp KEY Stock Holding History

Country Club Bank’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 Q2	–	Sell	-10,000	Closed	-$124K	–	297
2023 Q1	$124K	Buy	+10,000	New	+$169K	0.01%	286

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Country Club Bank's KEY Position: Q2 2023 in Review

Country Club Bank sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 10,000 shares — an estimated $124K sold.

Country Club Bank first reported a position in KEY in Q1 2023 and held it in 1 quarter. The position peaked at $124K in Q1 2023. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Country Club Bank reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Country Club Bank sold 10,000 KeyCorp shares in Q2 2023, an estimated $124K.
Country Club Bank first reported a position in KeyCorp in Q1 2023 and held it in 1 quarter.
Country Club Bank's KeyCorp position peaked at $124K in Q1 2023.
767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Country Club Bank's 13F filing for Q2 2023, filed 24 Jul 2023.