GIM
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Goelzer Investment Management’s KeyCorp KEY Stock Holding History

Goelzer 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
Q3 		– Sell
-394,809
Closed -$3.65M – 227
2023
Q2 		$3.65M Sell
394,809
-6,018
-2% -$62.8K 0.31% 95
2023
Q1 		$5.02M Buy
400,827
+407
+0.1% +$6.88K 0.44% 66
2022
Q4 		$6.98M Sell
400,420
-7,601
-2% -$134K 0.6% 48
2022
Q3 		$6.54M Buy
408,021
+7,766
+2% +$139K 0.65% 42
2022
Q2 		$6.9M Buy
400,255
+15,395
+4% +$298K 0.67% 41
2022
Q1 		$8.61M Buy
384,860
+1,906
+0.5% +$47.4K 0.74% 36
2021
Q4 		$8.86M Sell
382,954
-7,312
-2% -$170K 0.72% 37
2021
Q3 		$8.44M Sell
390,266
-14,669
-4% -$297K 0.74% 38
2021
Q2 		$8.36M Buy
404,935
+1,652
+0.4% +$35.9K 0.69% 44
2021
Q1 		$8.06M Sell
403,283
-15,957
-4% -$308K 0.71% 42
2020
Q4 		$6.88M Sell
419,240
-7,443
-2% -$108K 0.63% 48
2020
Q3 		$5.09M Sell
426,683
-7,905
-2% -$96.3K 0.47% 64
2020
Q2 		$5.29M Buy
434,588
+2,882
+0.7% +$33.5K 0.51% 54
2020
Q1 		$4.48M Sell
431,706
-11,907
-3% -$198K 0.51% 55
2019
Q4 		$8.98M Buy
443,613
+3,839
+0.9% +$72.4K 0.77% 35
2019
Q3 		$7.85M Sell
439,774
-223,485
-34% -$3.87M 0.72% 43
2019
Q2 		$11.8M Buy
663,259
+3,060
+0.5% +$51.8K 1.08% 21
2019
Q1 		$10.4M Buy
660,199
+9,065
+1% +$151K 0.99% 24
2018
Q4 		$9.62M Buy
651,134
+129,842
+25% +$2.29M 1.23% 17
2018
Q3 		$10.4M Sell
521,292
-2,671
-0.5% -$55.5K 1.16% 16
2018
Q2 		$10.2M Buy
523,963
+2,734
+0.5% +$54.6K 1.19% 14
2018
Q1 		$10.2M Sell
521,229
-17,561
-3% -$368K 1.22% 12
2017
Q4 		$10.9M Buy
538,790
+4,615
+0.9% +$87K 1.22% 13
2017
Q3 		$10.1M Buy
534,175
+1,002
+0.2% +$18.1K 1.18% 16
2017
Q2 		$9.99M Buy
533,173
+11,648
+2% +$211K 1.23% 18
2017
Q1 		$9.27M Buy
521,525
+108,136
+26% +$1.98M 1.16% 20
2016
Q4 		$7.55M Buy
413,389
+59,872
+17% +$944K 0.98% 26
2016
Q3 		$4.3M Buy
+353,517
New +$4.23M 0.58% 65

Other funds holding KEY

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goelzer Investment Management's KEY Position: Q3 2023 in Review

Goelzer Investment Management sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 394,809 shares — an estimated $3.65M sold.

Goelzer Investment Management first reported a position in KEY in Q3 2016 and held it in 28 quarters. The position peaked at $11.8M in Q2 2019. 720 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • Goelzer Investment Management reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
  • Goelzer Investment Management sold 394,809 KeyCorp shares in Q3 2023, an estimated $3.65M.
  • Goelzer Investment Management first reported a position in KeyCorp in Q3 2016 and held it in 28 quarters.
  • Goelzer Investment Management's KeyCorp position peaked at $11.8M in Q2 2019.
  • 720 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Goelzer Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.