HFS
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Heritage Financial Services’s KeyCorp KEY Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-4,799
Closed -$82K – 280
2022
Q2 		$82K Buy
+4,799
New +$92.8K 0.05% 124

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Heritage Financial Services's KEY Position: Q3 2022 in Review

Heritage Financial Services sold out of KeyCorp (KEY) in Q3 2022, closing a stake of 4,799 shares — an estimated $82K sold.

Heritage Financial Services first reported a position in KEY in Q2 2022 and held it in 1 quarter. The position peaked at $82K in Q2 2022. 801 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

  • Heritage Financial Services reported no remaining KeyCorp position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 4,799 KeyCorp shares in Q3 2022, an estimated $82K.
  • Heritage Financial Services first reported a position in KeyCorp in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's KeyCorp position peaked at $82K in Q2 2022.
  • 801 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.