Csenge Advisory Group’s KeyCorp KEY Stock Holding History

Csenge Advisory Group’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	-51,652	Closed	-$647K	–	680
2023 Q1	$647K	Buy	51,652 +928	+2%	+$15.7K	0.05%	286
2022 Q4	$884K	Buy	50,724 +8,741	+21%	+$154K	0.07%	236
2022 Q3	$673K	Buy	41,983 +1,632	+4%	+$29.2K	0.06%	275
2022 Q2	$695K	Buy	40,351 +6,579	+19%	+$127K	0.06%	284
2022 Q1	$756K	Buy	33,772 +5,604	+20%	+$139K	0.06%	275
2021 Q4	$588K	Sell	28,168 -3,797	-12%	-$88.1K	0.05%	308
2021 Q3	$714K	Buy	31,965 +3,797	+13%	+$76.8K	0.06%	289
2021 Q2	$588K	Buy	+28,168	New	+$612K	0.05%	309
2021 Q1	–	Sell	-15,674	Closed	-$257K	–	508
2020 Q4	$257K	Buy	+15,674	New	+$228K	0.03%	357
2018 Q4	–	Sell	-328	Closed	-$5K	–	853
2018 Q3	$5K	Buy	+328	New	+$6.81K	﹤0.01%	617
2017 Q4	–	Sell	-17,945	Closed	-$338K	–	276
2017 Q3	$338K	Buy	+17,945	New	+$325K	0.13%	145

Other funds holding KEY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management

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

Fidelity Investments

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

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 $501B AUM 22.01% 1-Year Est. Return