FineMark National Bank & Trust’s KeyCorp KEY Stock Holding History

FineMark National Bank & Trust’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 Q2	–	Sell	-26,059	Closed	-$326K	–	436
2023 Q1	$326K	Buy	+26,059	New	+$440K	0.01%	323
2015 Q4	–	Sell	-2,586	Closed	-$34K	–	1425
2015 Q3	$34K	Sell	2,586 -44	-2%	-$625	﹤0.01%	731
2015 Q2	$39K	Sell	2,630 -178	-6%	-$2.62K	0.01%	712
2015 Q1	$40K	Sell	2,808 -921	-25%	-$12.7K	0.01%	726
2014 Q4	$52K	Sell	3,729 -234	-6%	-$3.11K	0.01%	656
2014 Q3	$52K	Buy	3,963 +836	+27%	+$11.4K	0.01%	620
2014 Q2	$44K	Buy	3,127 +182	+6%	+$2.51K	0.01%	666
2014 Q1	$42K	Buy	2,945 +1,025	+53%	+$13.7K	0.01%	663
2013 Q4	$26K	Hold	1,920	–	–	0.01%	747
2013 Q3	$22K	Buy	1,920 +154	+9%	+$1.84K	0.01%	773
2013 Q2	$20K	Buy	+1,766	New	+$18.1K	0.01%	784

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FineMark National Bank & Trust's KEY Position: Q2 2023 in Review

FineMark National Bank & Trust sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 26,059 shares — an estimated $326K sold.

FineMark National Bank & Trust first reported a position in KEY in Q2 2013 and held it in 11 quarters. The position peaked at $326K in Q1 2023. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

FineMark National Bank & Trust reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
FineMark National Bank & Trust sold 26,059 KeyCorp shares in Q2 2023, an estimated $326K.
FineMark National Bank & Trust first reported a position in KeyCorp in Q2 2013 and held it in 11 quarters.
FineMark National Bank & Trust's KeyCorp position peaked at $326K in Q1 2023.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on FineMark National Bank & Trust's 13F filing for Q2 2023, filed 14 Aug 2023.