EWS
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Evergreen Wealth Solutions’s KeyCorp KEY Stock Holding History

Evergreen Wealth Solutions’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
-28,101
Closed -$444K – 127
2024
Q1 		$444K Sell
28,101
-7,508
-21% -$108K 0.33% 69
2023
Q4 		$513K Sell
35,609
-5,530
-13% -$65.7K 0.44% 57
2023
Q3 		$443K Buy
41,139
+5,511
+15% +$61K 0.45% 64
2023
Q2 		$329K Buy
35,628
+7,014
+25% +$73.2K 0.33% 74
2023
Q1 		$358K Sell
28,614
-2,075
-7% -$35K 0.41% 72
2022
Q4 		$535K Buy
30,689
+3,488
+13% +$61.3K 0.71% 43
2022
Q3 		$436K Buy
27,201
+4,537
+20% +$81.2K 0.62% 53
2022
Q2 		$391K Buy
+22,664
New +$438K 0.48% 67

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