Horan Securities’s KeyCorp KEY Stock Holding History

Horan Securities’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	-1,286	Closed	-$11.9K	–	398
2023 Q2	$11.9K	Sell	1,286 -60	-4%	-$626	0.01%	371
2023 Q1	$16.8K	Buy	1,346 +206	+18%	+$3.48K	0.01%	322
2022 Q4	$19.9K	Buy	1,140 +8	+0.7%	+$141	0.01%	296
2022 Q3	$18K	Buy	+1,132	New	+$20.3K	0.01%	287
2021 Q1	–	Sell	-4	Closed	–	–	439
2020 Q4	$0	Sell	4 -239	-98%	-$3.48K	﹤0.01%	419
2020 Q3	$3K	Buy	+243	New	+$2.96K	﹤0.01%	295
2019 Q2	–	Sell	-475	Closed	-$7K	–	295
2019 Q1	$7K	Buy	+475	New	+$7.92K	0.01%	161

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

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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return