Emerald Mutual Fund Advisers Trust’s KeyCorp KEY Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2025 Q2	–	Sell	-53,343	Closed	-$853K	–	223
2025 Q1	$853K	Hold	53,343	–	–	0.06%	138
2024 Q4	$914K	Hold	53,343	–	–	0.06%	142
2024 Q3	$893K	Hold	53,343	–	–	0.05%	144
2024 Q2	$758K	Hold	53,343	–	–	0.04%	148
2024 Q1	$843K	Sell	53,343 -40,000	-43%	-$578K	0.04%	143
2023 Q4	$1.34M	Hold	93,343	–	–	0.07%	139
2023 Q3	$1M	Hold	93,343	–	–	0.06%	139
2023 Q2	$862K	Buy	+93,343	New	+$974K	0.05%	143
2020 Q3	–	Sell	-57,050	Closed	-$695K	–	339
2020 Q2	$695K	Buy	+57,050	New	+$663K	0.03%	189

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's KEY Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of KeyCorp (KEY) in Q2 2025, closing a stake of 53,343 shares — an estimated $853K sold.

Emerald Mutual Fund Advisers Trust first reported a position in KEY in Q2 2020 and held it in 9 quarters. The position peaked at $1.34M in Q4 2023. 790 funds tracked by Wall St. Rank hold KEY as of Q2 2025.

Emerald Mutual Fund Advisers Trust reported no remaining KeyCorp position as of Q2 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 53,343 KeyCorp shares in Q2 2025, an estimated $853K.
Emerald Mutual Fund Advisers Trust first reported a position in KeyCorp in Q2 2020 and held it in 9 quarters.
Emerald Mutual Fund Advisers Trust's KeyCorp position peaked at $1.34M in Q4 2023.
790 funds tracked by Wall St. Rank held KeyCorp as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.