Glenview Trust’s KeyCorp KEY Stock Holding History

Glenview Trust’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	–	Sell	-10,017	Closed	-$200K	–	416
2021 Q1	$200K	Buy	+10,017	New	+$193K	0.01%	387
2020 Q2	–	Sell	-14,504	Closed	-$150K	–	330
2020 Q1	$150K	Sell	14,504 -36,291	-71%	-$604K	0.01%	309
2019 Q4	$1.03M	Sell	50,795 -4,904	-9%	-$92.5K	0.06%	175
2019 Q3	$993K	Sell	55,699 -39,940	-42%	-$691K	0.06%	178
2019 Q2	$1.7M	Sell	95,639 -29,940	-24%	-$506K	0.11%	146
2019 Q1	$1.98M	Sell	125,579 -11,739	-9%	-$196K	0.13%	137
2018 Q4	$2.03M	Sell	137,318 -75,425	-35%	-$1.33M	0.15%	131
2018 Q3	$4.23M	Buy	212,743 +80,430	+61%	+$1.67M	0.27%	100
2018 Q2	$2.58M	Buy	132,313 +54,984	+71%	+$1.1M	0.19%	110
2018 Q1	$1.51M	Buy	+77,329	New	+$1.62M	0.1%	145

Other funds holding KEY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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