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Geller Advisors’s KeyCorp KEY Stock Holding History

Geller Advisors’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
Q4 		$289K Buy
16,862
+19
+0.1% +$341 0.02% 204
2024
Q3 		$282K Buy
+16,843
New +$267K 0.02% 213
2022
Q2 		– Sell
-9,695
Closed -$217K – 157
2022
Q1 		$217K Buy
9,695
+485
+5% +$12.1K 0.04% 151
2021
Q4 		$213K Buy
+9,210
New +$214K 0.04% 169
2021
Q3 		– Sell
-9,730
Closed -$201K – 165
2021
Q2 		$201K Buy
+9,730
New +$211K 0.04% 140

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geller Advisors's KEY Position: Q4 2024 in Review

Geller Advisors increased its KeyCorp (KEY) stake by 0.11% in Q4 2024, buying an estimated $341 and bringing the position to 16,862 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #204.

Geller Advisors first reported a position in KEY in Q2 2021 and has held it in 5 quarters since. 811 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Geller Advisors held 16,862 shares of KeyCorp worth $289K as of Q4 2024.
  • Geller Advisors bought 19 KeyCorp shares in Q4 2024, an estimated $341.
  • KeyCorp made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #204 holding.
  • Geller Advisors first reported a position in KeyCorp in Q2 2021 and has held it in 5 quarters since.
  • 811 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.