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

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments

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

Fuller & Thaler Asset Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return