Evercore Wealth Management’s KeyCorp KEY Stock Holding History

Evercore Wealth Management’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
2022 Q3	–	Sell	-13,968	Closed	-$241K	–	386
2022 Q2	$241K	Buy	13,968 +688	+5%	+$13.3K	0.01%	350
2022 Q1	$297K	Buy	+13,280	New	+$330K	0.01%	354
2018 Q1	–	Sell	-1,200	Closed	-$24K	–	586
2017 Q4	$24K	Hold	1,200	–	–	﹤0.01%	701
2017 Q3	$23K	Hold	1,200	–	–	﹤0.01%	685
2017 Q2	$22K	Buy	+1,200	New	+$21.7K	﹤0.01%	701
2017 Q1	–	Sell	-96	Closed	-$2K	–	1013
2016 Q4	$2K	Sell	96 -1,479	-94%	-$23.3K	﹤0.01%	947
2016 Q3	$19K	Sell	1,575 -3,321	-68%	-$39.7K	﹤0.01%	780
2016 Q2	$54K	Buy	4,896 +321	+7%	+$3.83K	﹤0.01%	568
2016 Q1	$51K	Hold	4,575	–	–	﹤0.01%	561
2015 Q4	$60K	Sell	4,575 -2,013	-31%	-$26.4K	﹤0.01%	561
2015 Q3	$85K	Buy	6,588 +2,013	+44%	+$28.6K	﹤0.01%	507
2015 Q2	$69K	Hold	4,575	–	–	﹤0.01%	581
2015 Q1	$64K	Sell	4,575 -1,000	-18%	-$13.7K	﹤0.01%	595
2014 Q4	$78K	Hold	5,575	–	–	﹤0.01%	489
2014 Q3	$74K	Hold	5,575	–	–	﹤0.01%	557
2014 Q2	$80K	Buy	5,575 +1,075	+24%	+$14.8K	﹤0.01%	541
2014 Q1	$64K	Buy	+4,500	New	+$60.3K	﹤0.01%	559
2013 Q4	–	Sell	-88	Closed	-$1K	–	927
2013 Q3	$1K	Buy	+88	New	+$1.05K	﹤0.01%	981

Other funds holding KEY

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return