EWM
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Evermay Wealth Management’s KeyCorp KEY Stock Holding History

Evermay 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
2023
Q1 		– Sell
-2
Closed -$35 – 569
2022
Q4 		$35 Buy
+2
New +$35 ﹤0.01% 563
2022
Q2 		– Sell
-108
Closed -$2K – 542
2022
Q1 		$2K Sell
108
-1,620
-94% -$40.3K ﹤0.01% 486
2021
Q4 		$40K Sell
1,728
-72
-4% -$1.67K 0.01% 301
2021
Q3 		$39K Hold
1,800
– – 0.01% 290
2021
Q2 		$37K Buy
+1,800
New +$39.1K 0.01% 317

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

Evermay Wealth Management's KEY Position: Q1 2023 in Review

Evermay Wealth Management sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 2 shares — an estimated $35 sold.

Evermay Wealth Management first reported a position in KEY in Q2 2021 and held it in 5 quarters. The position peaked at $40K in Q4 2021. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

  • Evermay Wealth Management reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 2 KeyCorp shares in Q1 2023, an estimated $35.
  • Evermay Wealth Management first reported a position in KeyCorp in Q2 2021 and held it in 5 quarters.
  • Evermay Wealth Management's KeyCorp position peaked at $40K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.