First Heartland Consultants’s KeyCorp KEY Stock Holding History

First Heartland Consultants’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	-10,115	Closed	-$127K	–	385
2023 Q1	$127K	Buy	+10,115	New	+$171K	0.02%	351
2021 Q4	–	Sell	-10,504	Closed	-$227K	–	398
2021 Q3	$227K	Buy	10,504 +121	+1%	+$2.45K	0.03%	348
2021 Q2	$214K	Buy	10,383 +21	+0.2%	+$456	0.03%	359
2021 Q1	$207K	Buy	10,362 +258	+3%	+$4.98K	0.03%	369
2020 Q4	$166K	Hold	10,104	–	–	0.03%	336
2020 Q3	$121K	Buy	10,104 +30	+0.3%	+$366	0.02%	291
2020 Q2	$123K	Buy	+10,074	New	+$117K	0.02%	277

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

First Heartland Consultants's KEY Position: Q2 2023 in Review

First Heartland Consultants sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 10,115 shares — an estimated $127K sold.

First Heartland Consultants first reported a position in KEY in Q2 2020 and held it in 7 quarters. The position peaked at $227K in Q3 2021. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

First Heartland Consultants reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
First Heartland Consultants sold 10,115 KeyCorp shares in Q2 2023, an estimated $127K.
First Heartland Consultants first reported a position in KeyCorp in Q2 2020 and held it in 7 quarters.
First Heartland Consultants's KeyCorp position peaked at $227K in Q3 2021.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on First Heartland Consultants's 13F filing for Q2 2023, filed 26 Jul 2023.