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KEY icon

Heritage Trust’s KeyCorp KEY Stock Holding History

Heritage 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
2022
Q3 		– Sell
-10,001
Closed -$172K – 239
2022
Q2 		$172K Sell
10,001
-232
-2% -$4.49K 0.03% 242
2022
Q1 		$229K Hold
10,233
– – 0.03% 237
2021
Q4 		$236K Buy
10,233
+570
+6% +$13.2K 0.03% 232
2021
Q3 		$209K Buy
+9,663
New +$195K 0.03% 235
2019
Q1 		– Sell
-1,313
Closed -$19K – 304
2018
Q4 		$19K Buy
1,313
+885
+207% +$15.6K 0.01% 257
2018
Q3 		$9K Hold
428
– – ﹤0.01% 327
2018
Q2 		$8K Hold
428
– – ﹤0.01% 319
2018
Q1 		$8K Hold
428
– – ﹤0.01% 305
2017
Q4 		$9K Buy
+428
New +$8.07K ﹤0.01% 291

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 Trust's KEY Position: Q3 2022 in Review

Heritage Trust sold out of KeyCorp (KEY) in Q3 2022, closing a stake of 10,001 shares — an estimated $172K sold.

Heritage Trust first reported a position in KEY in Q4 2017 and held it in 9 quarters. The position peaked at $236K in Q4 2021. 801 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

  • Heritage Trust reported no remaining KeyCorp position as of Q3 2022 after selling out during the quarter.
  • Heritage Trust sold 10,001 KeyCorp shares in Q3 2022, an estimated $172K.
  • Heritage Trust first reported a position in KeyCorp in Q4 2017 and held it in 9 quarters.
  • Heritage Trust's KeyCorp position peaked at $236K in Q4 2021.
  • 801 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Heritage Trust's 13F filing for Q3 2022, filed 10 Nov 2022.