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KEY icon

Ergoteles’s KeyCorp KEY Stock Holding History

Ergoteles’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
Q1 		– Sell
-48,168
Closed -$839K – 1507
2022
Q4 		$839K Sell
48,168
-93,543
-66% -$1.65M 0.03% 523
2022
Q3 		$2.27M Buy
+141,711
New +$2.54M 0.08% 249
2022
Q2 		– Sell
-42,572
Closed -$953K – 1830
2022
Q1 		$953K Sell
42,572
-106,949
-72% -$2.66M 0.04% 442
2021
Q4 		$3.46M Buy
149,521
+139,249
+1,356% +$3.23M 0.13% 160
2021
Q3 		$222K Sell
10,272
-5,550
-35% -$112K 0.01% 932
2021
Q2 		$327K Sell
15,822
-451,562
-97% -$9.8M 0.01% 1032
2021
Q1 		$9.34M Buy
467,384
+452,496
+3,039% +$8.73M 0.29% 88
2020
Q4 		$244K Sell
14,888
-38,312
-72% -$558K 0.01% 564
2020
Q3 		$635K Buy
+53,200
New +$648K 0.08% 191

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Ergoteles's KEY Position: Q1 2023 in Review

Ergoteles sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 48,168 shares — an estimated $839K sold.

Ergoteles first reported a position in KEY in Q3 2020 and held it in 9 quarters. The position peaked at $9.34M in Q1 2021. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

  • Ergoteles reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 48,168 KeyCorp shares in Q1 2023, an estimated $839K.
  • Ergoteles first reported a position in KeyCorp in Q3 2020 and held it in 9 quarters.
  • Ergoteles's KeyCorp position peaked at $9.34M in Q1 2021.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.