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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Wealth Solutions's KEY Position: Q2 2024 in Review

Evergreen Wealth Solutions sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 28,101 shares — an estimated $444K sold.

Evergreen Wealth Solutions first reported a position in KEY in Q2 2022 and held it in 8 quarters. The position peaked at $535K in Q4 2022. 786 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Evergreen Wealth Solutions reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 28,101 KeyCorp shares in Q2 2024, an estimated $444K.
  • Evergreen Wealth Solutions first reported a position in KeyCorp in Q2 2022 and held it in 8 quarters.
  • Evergreen Wealth Solutions's KeyCorp position peaked at $535K in Q4 2022.
  • 786 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.