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Institutional & Family Asset Management’s KeyCorp KEY Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-4,143
Closed -$51.9K – 776
2023
Q1 		$51.9K Buy
4,143
+1,104
+36% +$18.6K 0.01% 218
2022
Q4 		$52.9K Sell
3,039
-467
-13% -$8.21K 0.01% 215
2022
Q3 		$56K Buy
3,506
+467
+15% +$8.36K 0.01% 216
2022
Q2 		$52K Hold
3,039
– – 0.01% 221
2022
Q1 		$68K Sell
3,039
-494
-14% -$12.3K 0.01% 227
2021
Q4 		$82K Sell
3,533
-780
-18% -$18.1K 0.01% 221
2021
Q3 		$93K Sell
4,313
-505
-10% -$10.2K 0.01% 250
2021
Q2 		$99K Sell
4,818
-153
-3% -$3.32K 0.02% 243
2021
Q1 		$99K Sell
4,971
-90
-2% -$1.74K 0.02% 270
2020
Q4 		$83K Sell
5,061
-185
-4% -$2.69K 0.02% 265
2020
Q3 		$63K Sell
5,246
-779
-13% -$9.49K 0.01% 258
2020
Q2 		$73K Buy
6,025
+557
+10% +$6.47K 0.02% 269
2020
Q1 		$57K Buy
5,468
+4,053
+286% +$67.4K 0.01% 264
2019
Q4 		$29K Hold
1,415
– – 0.01% 387
2019
Q3 		$25K Buy
1,415
+284
+25% +$4.91K 0.01% 372
2019
Q2 		$20K Hold
1,131
– – ﹤0.01% 421
2019
Q1 		$18K Hold
1,131
– – ﹤0.01% 440
2018
Q4 		$17K Sell
1,131
-7
-0.6% -$123 ﹤0.01% 423
2018
Q3 		$23K Sell
1,138
-90
-7% -$1.87K ﹤0.01% 428
2018
Q2 		$24K Sell
1,228
-9
-0.7% -$180 0.01% 418
2018
Q1 		$24K Buy
+1,237
New +$25.9K 0.01% 396

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institutional & Family Asset Management's KEY Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 4,143 shares — an estimated $51.9K sold.

Institutional & Family Asset Management first reported a position in KEY in Q1 2018 and held it in 21 quarters. The position peaked at $99K in Q2 2021. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,143 KeyCorp shares in Q2 2023, an estimated $51.9K.
  • Institutional & Family Asset Management first reported a position in KeyCorp in Q1 2018 and held it in 21 quarters.
  • Institutional & Family Asset Management's KeyCorp position peaked at $99K in Q2 2021.
  • 769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.