Elm Advisors’s KeyCorp KEY Stock Holding History

Elm 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	-900	Closed	-$15K	–	183
2020 Q4	$15K	Buy	+900	New	+$13.1K	0.01%	222
2018 Q4	–	Sell	-900	Closed	-$18K	–	181
2018 Q3	$18K	Buy	+900	New	+$18.7K	0.01%	231

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

Elm Advisors's KEY Position: Q1 2021 in Review

Elm Advisors sold out of KeyCorp (KEY) in Q1 2021, closing a stake of 900 shares — an estimated $15K sold.

Elm Advisors first reported a position in KEY in Q3 2018 and held it in 2 quarters. The position peaked at $18K in Q3 2018. 746 funds tracked by Wall St. Rank hold KEY as of Q1 2021.

Elm Advisors reported no remaining KeyCorp position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 900 KeyCorp shares in Q1 2021, an estimated $15K.
Elm Advisors first reported a position in KeyCorp in Q3 2018 and held it in 2 quarters.
Elm Advisors's KeyCorp position peaked at $18K in Q3 2018.
746 funds tracked by Wall St. Rank held KeyCorp as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.