Gries Financial’s KeyCorp KEY Stock Holding History

Gries Financial’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 Q2	–	Sell	-34,959	Closed	-$553K	–	266
2024 Q1	$553K	Buy	34,959 +1,556	+5%	+$22.5K	0.09%	165
2023 Q4	$481K	Buy	33,403 +18,632	+126%	+$221K	0.11%	132
2023 Q3	$159K	Buy	+14,771	New	+$164K	0.04%	175

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gries Financial's KEY Position: Q2 2024 in Review

Gries Financial sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 34,959 shares — an estimated $553K sold.

Gries Financial first reported a position in KEY in Q3 2023 and held it in 3 quarters. The position peaked at $553K in Q1 2024. 783 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

Gries Financial reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
Gries Financial sold 34,959 KeyCorp shares in Q2 2024, an estimated $553K.
Gries Financial first reported a position in KeyCorp in Q3 2023 and held it in 3 quarters.
Gries Financial's KeyCorp position peaked at $553K in Q1 2024.
783 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Gries Financial's 13F filing for Q2 2024, filed 2 Aug 2024.