FCH
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Freestone Capital Holdings’s KeyCorp KEY Stock Holding History

Freestone Capital Holdings’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
2024
Q3 		– Sell
-36,684
Closed -$521K – 468
2024
Q2 		$521K Buy
36,684
+1,195
+3% +$17.3K 0.02% 294
2024
Q1 		$561K Buy
+35,489
New +$513K 0.02% 288
2022
Q2 		– Sell
-15,153
Closed -$339K – 518
2022
Q1 		$339K Buy
15,153
+400
+3% +$9.95K 0.01% 443
2021
Q4 		$341K Buy
+14,753
New +$342K 0.01% 378
2021
Q1 		– Sell
-2,796
Closed -$45.9K – 768
2020
Q4 		$45.9K Buy
2,796
+517
+23% +$7.53K ﹤0.01% 586
2020
Q3 		$27.2K Buy
+2,279
New +$27.8K ﹤0.01% 594

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Freestone Capital Holdings's KEY Position: Q3 2024 in Review

Freestone Capital Holdings sold out of KeyCorp (KEY) in Q3 2024, closing a stake of 36,684 shares — an estimated $521K sold.

Freestone Capital Holdings first reported a position in KEY in Q3 2020 and held it in 6 quarters. The position peaked at $561K in Q1 2024. 794 funds tracked by Wall St. Rank hold KEY as of Q3 2024.

  • Freestone Capital Holdings reported no remaining KeyCorp position as of Q3 2024 after selling out during the quarter.
  • Freestone Capital Holdings sold 36,684 KeyCorp shares in Q3 2024, an estimated $521K.
  • Freestone Capital Holdings first reported a position in KeyCorp in Q3 2020 and held it in 6 quarters.
  • Freestone Capital Holdings's KeyCorp position peaked at $561K in Q1 2024.
  • 794 funds tracked by Wall St. Rank held KeyCorp as of Q3 2024.

Based on Freestone Capital Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.