ESB
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Essex Savings Bank’s KeyCorp KEY Stock Holding History

Essex Savings Bank’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
2024
Q2 		– Sell
-10,875
Closed -$157K – 273
2024
Q1 		$157K Hold
10,875
– – 0.05% 259
2023
Q4 		$157K Buy
+10,875
New +$129K 0.05% 259
2019
Q3 		– Sell
-3,274
Closed -$58K – 421
2019
Q2 		$58K Buy
3,274
+2,504
+325% +$42.4K 0.02% 422
2019
Q1 		$12K Hold
770
– – 0.01% 487
2018
Q4 		$11K Buy
+770
New +$13.6K 0.01% 500

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Savings Bank's KEY Position: Q2 2024 in Review

Essex Savings Bank sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 10,875 shares — an estimated $157K sold.

Essex Savings Bank first reported a position in KEY in Q4 2018 and held it in 5 quarters. The position peaked at $157K in Q1 2024. 784 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Essex Savings Bank reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Essex Savings Bank sold 10,875 KeyCorp shares in Q2 2024, an estimated $157K.
  • Essex Savings Bank first reported a position in KeyCorp in Q4 2018 and held it in 5 quarters.
  • Essex Savings Bank's KeyCorp position peaked at $157K in Q1 2024.
  • 784 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Essex Savings Bank's 13F filing for Q2 2024, filed 23 Jul 2024.