FIM
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Freedom Investment Management’s KeyCorp KEY Stock Holding History

Freedom Investment 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
Q2 		– Sell
-91,443
Closed -$1.14M – 733
2023
Q1 		$1.14M Buy
91,443
+32,593
+55% +$551K 0.13% 208
2022
Q4 		$1.03M Sell
58,850
-1,692
-3% -$29.8K 0.12% 243
2022
Q3 		$970K Sell
60,542
-30,635
-34% -$548K 0.11% 252
2022
Q2 		$1.57M Sell
91,177
-13,337
-13% -$258K 0.17% 158
2022
Q1 		$2.34M Buy
104,514
+32,188
+45% +$800K 0.21% 115
2021
Q4 		$1.67M Buy
72,326
+48,115
+199% +$1.12M 0.12% 215
2021
Q3 		$523K Sell
24,211
-1,339
-5% -$27.1K 0.04% 494
2021
Q2 		$528K Buy
+25,550
New +$555K 0.04% 524
2020
Q2 		– Sell
-10,823
Closed -$212K – 631
2020
Q1 		$212K Buy
+10,823
New +$180K 0.02% 614
2019
Q1 		– Sell
-10,359
Closed -$153K – 742
2018
Q4 		$153K Buy
10,359
+913
+10% +$16.1K 0.01% 717
2018
Q3 		$200K Buy
+9,446
New +$196K 0.01% 852
2017
Q4 		– Sell
-15,199
Closed -$286K – 1153
2017
Q3 		$286K Buy
15,199
+3,600
+31% +$65.1K 0.02% 869
2017
Q2 		$217K Buy
+11,599
New +$210K 0.01% 951
2015
Q1 		– Sell
-105,391
Closed -$1.47M – 647
2014
Q4 		$1.47M Buy
105,391
+28,427
+37% +$378K 0.19% 79
2014
Q3 		$1.03M Buy
76,964
+19,021
+33% +$260K 0.18% 88
2014
Q2 		$830K Buy
57,943
+15,522
+37% +$214K 0.14% 119
2014
Q1 		$604K Buy
42,421
+22,848
+117% +$306K 0.13% 148
2013
Q4 		$263K Buy
+19,573
New +$248K 0.07% 308

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Freedom Investment Management's KEY Position: Q2 2023 in Review

Freedom Investment Management sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 91,443 shares — an estimated $1.14M sold.

Freedom Investment Management first reported a position in KEY in Q4 2013 and held it in 18 quarters. The position peaked at $2.34M in Q1 2022. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Freedom Investment Management reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 91,443 KeyCorp shares in Q2 2023, an estimated $1.14M.
  • Freedom Investment Management first reported a position in KeyCorp in Q4 2013 and held it in 18 quarters.
  • Freedom Investment Management's KeyCorp position peaked at $2.34M in Q1 2022.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.