FormulaFolio Investments’s KeyCorp KEY Stock Holding History

FormulaFolio Investments’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
2021 Q2	$5K	Buy	+245	New	+$5.32K	﹤0.01%	345
2019 Q2	–	Sell	-24,131	Closed	-$380K	–	336
2019 Q1	$380K	Sell	24,131 -2,352	-9%	-$39.2K	0.02%	230
2018 Q4	$527K	Hold	26,483	–	–	0.02%	201
2018 Q3	$527K	Sell	26,483 -10,397	-28%	-$216K	0.02%	201
2018 Q2	$721K	Buy	+36,880	New	+$736K	0.03%	166
2018 Q1	–	Sell	-57,478	Closed	-$1.16M	–	289
2017 Q4	$1.16M	Buy	+57,478	New	+$1.08M	0.08%	89
2016 Q2	–	Sell	-28,284	Closed	-$312K	–	135
2016 Q1	$312K	Buy	+28,284	New	+$316K	0.05%	95
2015 Q3	–	Sell	-67,927	Closed	-$1.02M	–	110
2015 Q2	$1.02M	Buy	+67,927	New	+$1M	0.28%	39

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FormulaFolio Investments's KEY Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in KeyCorp (KEY) in Q2 2021: 245 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in KEY as recently as Q1 2019.

FormulaFolio Investments first reported a position in KEY in Q2 2015 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2017. 764 funds tracked by Wall St. Rank hold KEY as of Q2 2021.

FormulaFolio Investments held 245 shares of KeyCorp worth $5K as of Q2 2021.
KeyCorp was a new FormulaFolio Investments position in Q2 2021.
KeyCorp made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #345 holding.
FormulaFolio Investments first reported a position in KeyCorp in Q2 2015 and has held it in 8 quarters since.
FormulaFolio Investments's KeyCorp position peaked at $1.16M in Q4 2017.
764 funds tracked by Wall St. Rank held KeyCorp as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.