Echo Street Capital Management’s KeyCorp KEY Stock Holding History

Echo Street Capital Management’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	-13,151	Closed	-$122K	–	523
2023 Q2	$122K	Buy	+13,151	New	+$137K	﹤0.01%	444
2022 Q4	–	Sell	-13,986	Closed	-$224K	–	581
2022 Q3	$224K	Buy	+13,986	New	+$250K	﹤0.01%	472
2022 Q2	–	Sell	-35,330	Closed	-$791K	–	634
2022 Q1	$791K	Buy	+35,330	New	+$879K	0.01%	283
2021 Q3	–	Sell	-40,811	Closed	-$843K	–	685
2021 Q2	$843K	Sell	40,811 -12,505	-23%	-$271K	0.01%	228
2021 Q1	$1.06M	Buy	53,316 +20,229	+61%	+$390K	0.01%	172
2020 Q4	$543K	Buy	+33,087	New	+$482K	0.01%	246

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Echo Street Capital Management's KEY Position: Q3 2023 in Review

Echo Street Capital Management sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 13,151 shares — an estimated $122K sold.

Echo Street Capital Management first reported a position in KEY in Q4 2020 and held it in 6 quarters. The position peaked at $1.06M in Q1 2021. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

Echo Street Capital Management reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 13,151 KeyCorp shares in Q3 2023, an estimated $122K.
Echo Street Capital Management first reported a position in KeyCorp in Q4 2020 and held it in 6 quarters.
Echo Street Capital Management's KeyCorp position peaked at $1.06M in Q1 2021.
722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.